Grifols Employee Retirement Savings Plan
Sponsored by Grifols Shared Services Na, Inc. · EIN 202533768 · Plan #001
- Total assets
- $1.2B
- Net assets
- $1.2B
- Active participants
- 14,482
- With balances
- 11,613
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
| Capfinancial Partners, Llc CRD 175112 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $631,579 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $483,260 |
| Capfinancial Partners, Llc. | Investment advisory (plan) | $97,000 |