401k Record

Employers › AZZ

AZZ 401(k)

Administrative expenses excluding investment management, per participant · AZZ Inc. 401(k) Plan · plan year 2024

$85.53

Higher than 45% of the 8,758 plans $50 to 250M that report it.

Source

= $278,476 / 3,256
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250804143142NAL0000772771001, received 2025-08-04
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250804143142NAL0000772771001, received 2025-08-04

10th: $16.21median $93.2090th: $246.84

Percentiles compare this plan with the Schedule H plans $50 to 250M in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-08-04.

Cost and contributions

Recordkeeping fees per participant

not reported

Not reported on this filing.

Administrative expenses per participant

$85.53

10th: $29.39median $132.8490th: $350.58

Higher than 29% of the 9,042 plans $50 to 250M that report it.

Source

= $278,476 / 3,256
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250804143142NAL0000772771001, received 2025-08-04
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250804143142NAL0000772771001, received 2025-08-04

Administrative expenses as a share of assets

0.237%

10th: 0.022%median 0.136%90th: 0.326%

Higher than 77% of the 9,049 plans $50 to 250M that report it.

Source

= $278,476 / $117,582,668
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250804143142NAL0000772771001, received 2025-08-04
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250804143142NAL0000772771001, received 2025-08-04

Employer contributions per participant

$1,175

10th: $965median $2,73890th: $8,164

Higher than 13% of the 9,105 plans $50 to 250M that report it.

Source

= $3,825,296 / 3,256
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250804143142NAL0000772771001, received 2025-08-04
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250804143142NAL0000772771001, received 2025-08-04

Employer share of total contributions

32.0%

10th: 15.6%median 29.5%90th: 50.6%

Higher than 58% of the 9,112 plans $50 to 250M that report it.

Source

= $3,825,296 / $11,972,471
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250804143142NAL0000772771001, received 2025-08-04
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250804143142NAL0000772771001, received 2025-08-04

Plan terms, as stated in AZZ Inc.'s SEC filings

Employer match

“Annual Flu Immunizations 401(k) match up to 4% Family Emergency Leave”

Form 10-K filed 2026-04-22, for the year ended 2026-02-28 · benefits note, 10-K benefits note · source document

Vesting

“Non-elective contributions and non-safe-harbor matching contributions held in the Plan vest in accordance with the following schedule:”

Form 11-K filed 2025-07-10, for the year ended 2024-12-31 · plan description note, vesting · source document

Automatic enrollment

“Participants are automatically enrolled in the Plan at 3% on the first of the month following 30 days of employment and the contribution will automatically increase by 1% annually up to a maximum of 10%.”

Form 11-K filed 2025-07-10, for the year ended 2024-12-31 · plan description note, contributions · source document

Terms quoted from the filing for the year ended 2024-12-31 and 2026-02-28. Figures cover plan year 2024. The plan document governs.

Plan features

2E profit-sharing · 2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2S pre-approved plan document · 2T default investment (QDIA) · 3D IRS pre-approved plan · 3H controlled-group sponsor · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20250804143142NAL0000772771001, received 2025-08-04

Full record, AZZ Inc. 401(k) Plan

FieldValueSource
Plan sponsorAZZ INC.Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20250804143142NAL0000772771001, received 2025-08-04
Plan nameAZZ INC. 401(K) PLANForm 5500, line 1a; PLAN_NAME pos 16; filing 20250804143142NAL0000772771001, received 2025-08-04
Sponsor EIN / plan number75-0948250 / 001Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20250804143142NAL0000772771001, received 2025-08-04
Plan typesingle-employerForm 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20250804143142NAL0000772771001, received 2025-08-04
Sponsor locationFORT WORTH, TXForm 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20250804143142NAL0000772771001, received 2025-08-04
Industry (business code)332810, ManufacturingForm 5500, line 2d; BUSINESS_CODE pos 46; filing 20250804143142NAL0000772771001, received 2025-08-04
Plan year2024-01-01 to 2024-12-31Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20250804143142NAL0000772771001, received 2025-08-04
Filing received2025-08-04Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20250804143142NAL0000772771001, received 2025-08-04
Final filingnoForm 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20250804143142NAL0000772771001, received 2025-08-04
Amended filingyesForm 5500, Part I line B; AMENDED_IND pos 7; filing 20250804143142NAL0000772771001, received 2025-08-04
Participants, beginning of year4,012Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20250804143142NAL0000772771001, received 2025-08-04
Active participants2,495Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20250804143142NAL0000772771001, received 2025-08-04
Participants, end of year3,419Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20250804143142NAL0000772771001, received 2025-08-04
Participants with an account balance3,256Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250804143142NAL0000772771001, received 2025-08-04
Total assets, beginning of year$113,114,689Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20250804143142NAL0000772771001, received 2025-08-04
Total assets, end of year$117,582,668Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250804143142NAL0000772771001, received 2025-08-04
Net assets, end of year$117,582,668Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20250804143142NAL0000772771001, received 2025-08-04
Total income$26,948,638Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20250804143142NAL0000772771001, received 2025-08-04
Net income$4,467,979Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20250804143142NAL0000772771001, received 2025-08-04
Employer contributions$3,825,296Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250804143142NAL0000772771001, received 2025-08-04
Participant contributions$8,017,621Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20250804143142NAL0000772771001, received 2025-08-04
Other contributions (incl. rollovers)$129,554Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20250804143142NAL0000772771001, received 2025-08-04
Total contributions$11,972,471Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250804143142NAL0000772771001, received 2025-08-04
Benefit payments$22,156,414Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20250804143142NAL0000772771001, received 2025-08-04
Total expenses (incl. benefit payments)$22,480,659Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20250804143142NAL0000772771001, received 2025-08-04
Total administrative expenses$278,476Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250804143142NAL0000772771001, received 2025-08-04
Contract administrator fees$278,476Schedule H, line 2i(2); CONTRACT_ADMIN_FEES_AMT pos 106; filing 20250804143142NAL0000772771001, received 2025-08-04
Administrative expenses excluding investment management$278,476derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250804143142NAL0000772771001, received 2025-08-04
Held in common/collective trusts$63,949,120Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20250804143142NAL0000772771001, received 2025-08-04
Held in mutual funds$41,532,004Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20250804143142NAL0000772771001, received 2025-08-04
Independent auditorGRANT THORNTON LLPSchedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20250804143142NAL0000772771001, received 2025-08-04

Position = column in the DOL layout for form year 2024. Filing 20250804143142NAL0000772771001, received 2025-08-04.

Service providers paid directly by the plan

ProviderRelationshipService codesDirect compensationIndirect
PRINCIPAL LIFE INSURANCE COMPANYrecordkeeperCONTRACT ADMINISTRATOR 13 Contract administrator; 37 Participant loan processing; 50 Direct payment from the plan; 64 Recordkeeping fees $27,127yes

Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20250804143142NAL0000772771001, received 2025-08-04.

What changed since the 2023 plan year

Figure20232024Change
Total assets$113,114,689$117,582,6683.9%
Participants with a balance3,9453,256-17.5%
Administrative expenses$342,922$278,476-18.8%
Recordkeeping fees per participantnot reportednot reported
Employer contributions$4,155,393$3,825,296-7.9%

Prior filing 20240718123402NAL0011783538001, received 2024-07-18; the plan years are contiguous.

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Sponsor name as filed: AZZ INC.; SEC registrant: AZZ INC (CIK 8947, matched by EIN; display name from the Form 11-K cover).