Haley Graves signed AZZ Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
AZZ Inc.'s EIN is 75-0948250.
Download the official 2024 Form 5500 (PDF) for AZZ Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)AZZ Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $27K | — |
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.
| PI | % 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 | Mutual Funds | — | $0 | $10.7M | 9.1% | |
| AMERICAN FUNDS NEWWORLD R6 | Mutual Funds | — | $0 | $10.3M | 8.7% | |
| AZZ STOCK | Other securities | — | $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 | Other securities | — | $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 | Mutual Funds | — | $0 | $4.5M | 3.8% | |
| VANGUARD TTL BD MKT IDX INST | Common Collective Trusts | — | $0 | $4.0M | 3.4% | |
| T. ROWE PR RT BLND 2005 TRST B | Other securities | — | $0 | $3.9M | 3.3% | |
| VANGUARD BALNCD INDEX ADMRL FD | Mutual Funds | — | $0 | $3.8M | 3.2% | |
| T. ROWE PR RT BLND 2010 TRST B | Other securities | — | $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 | Common Collective Trusts | — | $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 | Mutual Funds | — | $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 | Participant loans | — | $0 | $817K | 0.7% | |
| Participant Loans | Participant loans | — | $0 | $565K | 0.5% | |
| PGIM HIGH YIELD R6 FUND | Other securities | — | $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 | Other securities | — | $0 | $420K | 0.4% | |
| FIDELITY 500 INDEX FUND | Common Collective Trusts | — | $0 | $378K | 0.3% | |
| FIDELITY ADV INTL CAP APP I FD | Mutual Funds | — | $0 | $278K | 0.2% | |
| FID LC GR INDEX FUND | Common Collective Trusts | — | $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 | Common Collective Trusts | — | $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% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
