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Original filing (PDF)20250804143142NAL0000772771001
AZZ INC.
Form 5500
FILING_RECEIVED
AZZ INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
2,495
Accounts w/ balance
3,256
Plan assets (EOY)
$117.6M
Net assets (EOY)
$117.6M
How this plan invests
This plan
40 pooled trusts
Schedule D
29 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.
Helping the score
- Below-peer total fees (2 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AZZ INC..
Plan sponsor
Name
AZZ INC.
EIN
75-0948250
Address
ONE MUSEUM PLACE3100 WEST 7TH ST. · STE 500 · FORT WORTH, TX · 76107
Phone
(817) 689-4761
Industry
Manufacturingsee all
Plan administrator
Name
THE INVESTMENT COMMITTEE
EIN
75-0948250
City
FORT WORTH, TX
Phone
(561) 935-3571
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-04
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
GRANT THORNTON LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $27K | — |
Investments
19 direct securities · 40 pooled funds· $128.6M(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.
Uncategorized
$64.6M
19 holdings
Common Collective Trust
$63.9M
26 holdings
Pooled Separate Account
$0
14 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T. ROWE PR RT BLND 2030 TRST B T. ROWE PRICE TRUST COMPANY · EIN 35-7192509 / PN 001 | Common Collective Trust | — | — | $10.7M | 9.1% | |
| DODGE & COX INCOME X FUND | — | — | $0 | $10.7M | 9.1% | |
| AMERICAN FUNDS NEWWORLD R6 | — | — | $0 | $10.3M | 8.7% | |
| AZZ STOCK | — | — | $0 | $10.1M | 8.6% | |
| T. ROWE PR RT BLND 2035 TRST B T. ROWE PRICE TRUST COMPANY · EIN 37-6658473 / PN 001 | Common Collective Trust | — | $0 | $9.7M | 8.3% | |
| T. ROWE PR RT BLND 2040 TRST B T. ROWE PRICE TRUST COMPANY · EIN 30-6596089 / PN 001 | Common Collective Trust | — | $0 | $9.2M | 7.8% | |
| T. ROWE PR RT BLND 2045 TRST B T. ROWE PRICE TRUST COMPANY · EIN 35-2611309 / PN 001 | Common Collective Trust | — | $0 | $8.4M | 7.2% | |
| T. ROWE PR RT BLND 2015 TRST B | — | — | $0 | $7.5M | 6.4% | |
| T. ROWE PR RT BLND 2050 TRST B T. ROWE PRICE TRUST COMPANY · EIN 35-7192720 / PN 001 | Common Collective Trust | — | $0 | $7.1M | 6.0% | |
| T. ROWE PR RT BLND 2025 TRST B T. ROWE PRICE TRUST COMPANY · EIN 37-6658226 / PN 001 | Common Collective Trust | — | $0 | $5.6M | 4.8% | |
| T. ROWE PR RT BLND 2055 TRST B T. ROWE PRICE TRUST COMPANY · EIN 30-1011718 / PN 001 | Common Collective Trust | — | $0 | $5.1M | 4.3% | |
| VANGUARD SM CAP INDEX INST FD | — | — | $0 | $4.5M | 3.8% | |
| VANGUARD TTL BD MKT IDX INST | — | — | $0 | $4.0M | 3.4% | |
| T. ROWE PR RT BLND 2005 TRST B | — | — | $0 | $3.9M | 3.3% | |
| VANGUARD BALNCD INDEX ADMRL FD | — | — | $0 | $3.8M | 3.2% | |
| T. ROWE PR RT BLND 2010 TRST B | — | — | $0 | $3.3M | 2.8% | |
| T. ROWE PR RT BLND 2060 TRST B T. ROWE PRICE TRUST COMPANY · EIN 35-7193113 / PN 001 | Common Collective Trust | — | $0 | $2.7M | 2.3% | |
| T. ROWE PR RT BLND 2020 TRST B T. ROWE PRICE TRUST COMPANY · EIN 32-6493445 / PN 001 | Common Collective Trust | — | $0 | $2.6M | 2.2% | |
| VANGUARD MID CP IDX INSTL FUND | — | — | $0 | $2.3M | 2.0% | |
| T. ROWE PR RT BLND 2015 TRST B T. ROWE PRICE TRUST COMPANY · EIN 37-6658059 / PN 001 | Common Collective Trust | — | $0 | $1.3M | 1.1% | |
| VANGUARD RE INDEX ADM FUND | — | — | $0 | $1.2M | 1.0% | |
| T. ROWE PR RT BLND 2065 TRST B T. ROWE PRICE TRUST COMPANY · EIN 85-1790880 / PN 001 | Common Collective Trust | — | $0 | $1.1M | 1.0% | |
| Participant Loans | — | — | $0 | $817K | 0.7% | |
| Participant Loans | — | — | $0 | $565K | 0.5% | |
| PGIM HIGH YIELD R6 FUND | — | — | $0 | $464K | 0.4% | |
| T. ROWE PR RT BLND 2005 TRST B T. ROWE PRICE TRUST COMPANY · EIN 61-6590722 / PN 001 | Common Collective Trust | — | — | $464K | 0.4% | |
| MASSMUTUAL STBL VAL DIV SEPACT | — | — | $0 | $420K | 0.4% | |
| FIDELITY 500 INDEX FUND | — | — | $0 | $378K | 0.3% | |
| FIDELITY ADV INTL CAP APP I FD | — | — | $0 | $278K | 0.2% | |
| FID LC GR INDEX FUND | — | — | $0 | $89K | <0.1% | |
| T. ROWE PR RT BLND 2010 TRST B T. ROWE PRICE TRUST COMPANY · EIN 37-6658064 / PN 001 | Common Collective Trust | — | — | $89K | <0.1% | |
| VGD FTSE ALL-WRLD EX-US IDX FD | — | — | $0 | $85K | <0.1% | |
| TROWE PRICE RET BL 2035 A T. ROWE PRICE TRUST COMPANY · EIN 36-7595013 / PN 001 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TROWE PRICE RET BL 2050 A T. ROWE PRICE TRUST COMPANY · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| TROWE PRICE RET BL 2010 A T. ROWE PRICE TRUST COMPANY · EIN 32-6199795 / PN 001 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TROWE PRICE RET BL 2015 A T. ROWE PRICE TRUST COMPANY · EIN 35-6941654 / PN 001 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TROWE PRICE RET BL 2020 A T. ROWE PRICE TRUST COMPANY · EIN 36-7594871 / PN 001 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TROWE PRICE RET BL 2025 A T. ROWE PRICE TRUST COMPANY · EIN 37-6495447 / PN 001 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TROWE PRICE RET BL 2030 A T. ROWE PRICE TRUST COMPANY · EIN 38-7010946 / PN 001 | Pooled Separate Account | — | — | $0 | <0.1% | |
| METWEST CORE PLUS BOND PRUDENTIAL RETIREMENT INS. · EIN 06-1050034 / PN 274 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TROWE PRICE RET BL 2040 A T. ROWE PRICE TRUST COMPANY · EIN 35-6941729 / PN 001 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TROWE PRICE RET BL 2045 A T. ROWE PRICE TRUST COMPANY · EIN 32-6199848 / PN 001 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TROWE PRICE RET BL 2055 A T. ROWE PRICE TRUST COMPANY · EIN 35-6941728 / PN 001 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TROWE PRICE RET BL 2060 A T. ROWE PRICE TRUST COMPANY · EIN 47-1088316 / PN 001 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TROWE PRICE RET BL 2065 A T. ROWE PRICE TRUST COMPANY · EIN 85-1763138 / PN 001 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TROWE PRICE RET BL 2050 A T. ROWE PRICE TRUST COMPANY · EIN 30-6303214 / PN 001 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TROWE PRICE RET BL 2005 A T. ROWE PRICE TRUST COMPANY · EIN 61-6434302 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| TROWE PRICE RET BL 2010 A T. ROWE PRICE TRUST COMPANY · EIN 32-6199795 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| TROWE PRICE RET BL 2015 A T. ROWE PRICE TRUST COMPANY · EIN 35-6941654 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| TROWE PRICE RET BL 2020 A T. ROWE PRICE TRUST COMPANY · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| TROWE PRICE RET BL 2025 A T. ROWE PRICE TRUST COMPANY · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| TROWE PRICE RET BL 2030 A T. ROWE PRICE TRUST COMPANY · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| TROWE PRICE RET BL 2035 A T. ROWE PRICE TRUST COMPANY · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| TROWE PRICE RET BL 2040 A T. ROWE PRICE TRUST COMPANY · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| TROWE PRICE RET BL 2045 A T. ROWE PRICE TRUST COMPANY · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| TROWE PRICE RET BL 2055 A T. ROWE PRICE TRUST COMPANY · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| TROWE PRICE RET BL 2060 A T. ROWE PRICE TRUST COMPANY · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| TROWE PRICE RET BL 2065 A T. ROWE PRICE TRUST COMPANY · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| TROWE PRICE RET BL 2005 A T. ROWE PRICE TRUST COMPANY · EIN 61-6434302 / PN 001 | Pooled Separate Account | — | — | $0 | <0.1% |
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