PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. AZO, INC.
Sponsor portfolio

AZO, INC.

EIN 62-1025566-industrial automation-Latest filing 2025
Plans
2
Retirement
1
$9.0M assets
Welfare
1
$189K premiums
Participants
96
4445 MALONE RD - MEMPHIS, TN 38118901-794-9480azo-inc.comLinkedIn501-1000 employeesindustrial automation
Plans on this EIN
2 filings
#001401k-$9.0M - 55 part#502Self Funded-$189K - 41 lives

Benefits portfolio analytics

1 plan / $189K premiums / 41 covered lives

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • HM LIFE INSURANCE COMPANY100%
Total $189K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

AZO, INC. RETIREMENT PLAN

401k

Assets$9.0M
Participants55
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

AZO, INCORPORATED GROUP MEDICAL PLAN

Self Funded - HM LIFE INSURANCE COMPANY

Premiums$189K
Covered lives41
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001AZO, INC. RETIREMENT PLAN401k$9.0M552025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502AZO, INCORPORATED GROUP MEDICAL PLANSelf FundedHM LIFE INSURANCE COMPANY$189K412025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica