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Original filing (PDF)20251006154554NAL0003751857001
AZENTA, INC.
Form 5500
FILING_RECEIVED
AZENTA, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
1,178
Accounts w/ balance
2,020
Plan assets (EOY)
$171.6M
Net assets (EOY)
$171.6M
How this plan invests
This plan
15 pooled trusts
Schedule D
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AZENTA, INC..
Plan sponsor
Name
AZENTA, INC.
EIN
04-3040660
Address
200 SUMMIT DRIVE, 6TH FLOOR · BURLINGTON, MA · 01803
Phone
(888) 229-3682
Industry
Professional & Technical Servicessee 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
2025-10-06
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3F · Sponsor used leased employees
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BDO USA, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| T ROWE PRICE RPS INC | — | BALTIMORE, MD | NONE | $121K | — |
Investments
17 direct securities · 15 pooled funds· $171.6M(100% 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
$122.0M
15 holdings
Uncategorized
$49.6M
17 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T. ROWE PRICE RETIREMENT 2030 TRUST T. ROWE PRICE TRUST COMPANY · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $20.6M | 12.0% | |
| T. ROWE PRICE RETIREMENT 2035 TRUST T. ROWE PRICE TRUST COMPANY · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $17.6M | 10.3% | |
| FIDELITY 500 INDEX FUND Mutual Fund Shares a | — | — | — | $17.4M | 10.1% | |
| T. ROWE PRICE RETIREMENT 2025 TRUST T. ROWE PRICE TRUST COMPANY · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $12.7M | 7.4% | |
| T. ROWE PRICE RETIREMENT 2040 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $12.4M | 7.2% | |
| T. ROWE PRICE RETIREMENT 2045 TRUST T. ROWE PRICE TRUST COMPANY · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $11.6M | 6.8% | |
| T. ROWE PRICE RETIREMENT 2055 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $11.6M | 6.7% | |
| T. ROWE PRICE RETIREMENT 2050 TRUST T. ROWE PRICE TRUST COMPANY · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $10.4M | 6.1% | |
| FIDELITY LARGE CAP GR IDX Mutual Fund Shares a | — | — | — | $9.5M | 5.5% | |
| T. ROWE PRICE RETIREMENT 2060 TRUST T. ROWE PRICE TRUST COMPANY · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $9.3M | 5.4% | |
| TRP STABLE VALUE COMMON TRUST FUND T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $6.4M | 3.7% | |
| T. ROWE PRICE RETIREMENT 2020 TRUST T. ROWE PRICE TRUST COMPANY · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $4.9M | 2.8% | |
| TRP MID-CAP GROWTH Mutual Fund Shares a | — | — | — | $3.8M | 2.2% | |
| JPMORGAN U.S. VALUE FUND R6 Mutual Fund Shares a | — | — | — | $2.7M | 1.6% | |
| VICTORY SYCAMORE ESTAB VALUE Mutual Fund Shares a | — | — | — | $2.5M | 1.5% | |
| FIDELITY SMALL CAP INDEX FUND Mutual Fund Shares a | — | — | — | $2.5M | 1.5% | |
| DODGE & COX INCOME I Mutual Fund Shares a | — | — | — | $2.3M | 1.3% | |
| TRP SMALL-CAP VALUE Mutual Fund Shares a | — | — | — | $1.9M | 1.1% | |
| T. ROWE PRICE RETIREMENT 2065 TRUST T. ROWE PRICE TRUST COMPANY · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $1.7M | 1.0% | |
| AMERICAN FUNDS EUROPAC GRW R6 Mutual Fund Shares a | — | — | — | $1.7M | 1.0% | |
| T. ROWE PRICE RETIREMENT 2015 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941654 / PN 001 | Common Collective Trust | — | — | $1.4M | 0.8% | |
| FIDELITY US BOND INDEX FUND STOCK FUNDS Mutual Fund Shares a | — | — | — | $1.3M | 0.8% | |
| Notes Receivable from Participants (Interest Rates 4.25% to 9.50 %) - | — | — | — | $1.2M | 0.7% | |
| FIDELITY SHRT TRM BD INX INSTL Mutual Fund Shares a | — | — | — | $979K | 0.6% | |
| T. ROWE PRICE RETIREMENT 2010 TRUST T. ROWE PRICE TRUST COMPANY · EIN 32-6199795 / PN 001 | Common Collective Trust | — | — | $712K | 0.4% | |
| JPMORGAN EMERGING MKTS EQ R6 Mutual Fund Shares a | — | — | — | $588K | 0.3% | |
| FIDELITY INTL INDEX FUND Mutual Fund Shares a | — | — | — | $483K | 0.3% | |
| FIDELITY MID CAP INDEX FUND Mutual Fund Shares a | — | — | — | $456K | 0.3% | |
| TRP RETIREMENT BALANCED TRUST T. ROWE PRICE TRUST COMPANY · EIN 38-7011316 / PN 001 | Common Collective Trust | — | — | $295K | 0.2% | |
| T. ROWE PRICE RETIREMENT 2005 TRUST T. ROWE PRICE TRUST COMPANY · EIN 61-6434302 / PN 001 | Common Collective Trust | — | — | $274K | 0.2% | |
| FIDELITY SMALL CAP GROWTH K6 Mutual Fund Shares a | — | — | — | $214K | 0.1% | |
| T ROWE PRICE GOVERNMENT MONEY Mutual Fund Shares a | — | — | — | $15K | <0.1% |
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