Back to filter
Original filing (PDF)20250924101731NAL0007404881001
GRIFOLS SHARED SERVICES NA, INC.
Form 5500
FILING_RECEIVED
GRIFOLS EMPLOYEE RETIREMENT SAVINGS PLAN
401(k) retirement plan
Signals · 1
26% in single holding
Active participants
14,482
Accounts w/ balance
11,613
Plan assets (EOY)
$1.2B
Net assets (EOY)
$1.2B
How this plan invests
This plan
17 pooled trusts
Schedule D
16 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
87
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "[DFE: NT S&P 500 INDEX (no filing on disk)]" is 26% of plan.
- 10 bps in Schedule C fees — 98% above peer band of 5 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GRIFOLS SHARED SERVICES NA, INC..
Plan sponsor
Name
GRIFOLS SHARED SERVICES NA, INC.
EIN
20-2533768
Address
2410 GRIFOLS WAY · LOS ANGELES, CA · 90032
Phone
(919) 316-6559
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-24
Pension benefit codes
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3F · Sponsor used leased employees
3H · Sponsor in controlled / affiliated group
2F · ERISA section 404(c)
2U · Association Retirement Plan
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BDO USA, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $632K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $483K | — |
| CAPFINANCIAL PARTNERS, LLC. | 26-0058143 | — | INVESTMENT ADVISOR | $97K | — |
Investments
1 direct security · 17 pooled funds· $830.8M(68% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Common Collective Trust
$763.0M
17 holdings
Uncategorized
$67.8M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| NT S&P 500 INDEX NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 002 | Common Collective Trust | — | — | $200.7M | 16.4% | |
| [DFE: GALLIARD STABLE RETURN FUND Q (extraction pending)] | — | — | — | $67.8M | 5.5% | |
| GALLIARD STBLE RET Q WELLS FARGO BANK, N.A. · EIN 52-2250959 / PN 001 | Common Collective Trust | — | — | $67.8M | 5.5% | |
| VANGUARD TARGET 2040 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083974 / PN 001 | Common Collective Trust | — | — | $63.1M | 5.1% | |
| VANGUARD TARGET 2030 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083978 / PN 001 | Common Collective Trust | — | — | $62.3M | 5.1% | |
| VANGUARD TARGET 2035 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083976 / PN 001 | Common Collective Trust | — | — | $58.4M | 4.8% | |
| VANGUARD TARGET 2045 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083972 / PN 001 | Common Collective Trust | — | — | $54.7M | 4.5% | |
| VANGUARD TARGET 2050 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083970 / PN 001 | Common Collective Trust | — | $51.2M | $54.5M | 4.4% | |
| VANGUARD TARGET 2055 VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715091 / PN 001 | Common Collective Trust | — | — | $44.0M | 3.6% | |
| VANGUARD TARGET 2025 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083980 / PN 001 | Common Collective Trust | — | $43.6M | $38.7M | 3.2% | |
| NT ACWI EX-US INDEX NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 223 | Common Collective Trust | — | — | $27.4M | 2.2% | |
| VANGUARD TARGET 2060 VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799419 / PN 001 | Common Collective Trust | — | — | $24.6M | 2.0% | |
| NT AGGREG BOND INDEX NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 088 | Common Collective Trust | — | — | $19.9M | 1.6% | |
| NT EXT EQ MKT IDX NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 110 | Common Collective Trust | — | — | $16.4M | 1.3% | |
| VANGUARD TARGET 2020 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083982 / PN 001 | Common Collective Trust | — | — | $13.6M | 1.1% | |
| VANGUARD TARGET 2065 VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6194314 / PN 001 | Common Collective Trust | — | — | $10.1M | 0.8% | |
| VANGUARD TARGET INC VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083967 / PN 001 | Common Collective Trust | — | — | $6.7M | 0.5% | |
| TCW/MW TOT RTN CIT SEI TRUST COMPANY · EIN 26-3015340 / PN 030 | Common Collective Trust | — | — | $0 | <0.1% |