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Original filing (PDF)20251010153210NAL0012908848001
AMERICAN EAGLE OUTFITTERS, INC.
Form 5500
FILING_RECEIVED
AMERICAN EAGLE OUTFITTERS, INC. PROFIT SHARING AND 401(K) PLAN
401(k) retirement plan
Active participants
18,133
Accounts w/ balance
13,304
Plan assets (EOY)
$538.1M
Net assets (EOY)
$538.1M
How this plan invests
This plan
15 pooled trusts
Schedule D
26 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 17 bps in Schedule C fees — 177% above peer band of 6 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AMERICAN EAGLE OUTFITTERS, INC..
Plan sponsor
Name
AMERICAN EAGLE OUTFITTERS, INC.
EIN
13-2721761
Address
77 HOT METAL ST · PITTSBURGH, PA · 152032382
Phone
(724) 779-5678
Industry
Retail Tradesee 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
2025-10-10
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)
Audit & trust (Schedule H)
Auditor
ERNST AND YOUNG LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $775K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $65K | — |
| MERCER INVESTMENTS LLC | 13-2834414 | — | CONSULTANT | $50K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TEST | — | ERLANGER, KY | OTHER | $5K | — |
Investments
25 direct securities · 15 pooled funds· $981.2M(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
$533.2M
24 holdings
Common Collective Trust
$446.3M
15 holdings
Mutual Funds
$1.8M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FIAM Blend Target Date 2050 Commingled Pool Class R Collective Investment Trust N/A | — | — | — | $79.8M | 14.8% | |
| FID FRDM BLND 2050 R FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 095 | Common Collective Trust | — | — | $79.8M | 14.8% | |
| FIAM Blend Target Date 2045 Commingled Pool Class R Collective Investment Trust N/A | — | — | — | $76.9M | 14.3% | |
| FID FRDM BLND 2045 R FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 094 | Common Collective Trust | — | — | $76.9M | 14.3% | |
| FIAM Blend Target Date 2055 Commingled Pool Class R Collective Investment Trust N/A | — | — | — | $60.8M | 11.3% | |
| FID FRDM BLND 2055 R FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 113 | Common Collective Trust | — | — | $60.8M | 11.3% | |
| FIAM Blend Target Date 2040 Commingled Pool Class R Collective Investment Trust N/A | — | — | — | $60.2M | 11.2% | |
| FID FRDM BLND 2040 R FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 093 | Common Collective Trust | — | — | $60.2M | 11.2% | |
| FIAM Blend Target Date 2035 Commingled Pool Class R Collective Investment Trust N/A | — | — | — | $45.0M | 8.4% | |
| FID FRDM BLND 2035 R FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 092 | Common Collective Trust | — | — | $45.0M | 8.4% | |
| FIAM Blend Target Date 2060 Commingled Pool Class R Collective Investment Trust N/A | — | — | — | $33.8M | 6.3% | |
| FID FRDM BLND 2060 R FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 147 | Common Collective Trust | — | — | $33.8M | 6.3% | |
| FIAM Blend Target Date 2030 Commingled Pool Class R Collective Investment Trust N/A | — | — | — | $29.7M | 5.5% | |
| FID FRDM BLND 2030 R FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 091 | Common Collective Trust | — | — | $29.7M | 5.5% | |
| FIAM Blend Target Date 2065 Commingled Pool Class R Collective Investment Trust N/A | — | — | — | $28.0M | 5.2% | |
| FID FRDM BLND 2065 R FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 168 | Common Collective Trust | — | — | $28.0M | 5.2% | |
| Fidelity 500 Index Fund Mutual Fund N/A | — | — | — | $27.5M | 5.1% | |
| T. Rowe Price Blue Chip Growth Fund I Class Mutual Fund N/A | — | — | — | $15.8M | 2.9% | |
| FIAM Blend Target Date 2025 Commingled Pool Class R Collective Investment Trust N/A | — | — | — | $13.4M | 2.5% | |
| FID FRDM BLND 2025 R FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 090 | Common Collective Trust | — | — | $13.4M | 2.5% | |
| Participant Loans varying maturity dates | — | — | — | $10.5M | 1.9% | |
| American Funds Washington Mutual Investors Fund Class R-6 Mutual Fund N/A | — | — | — | $9.8M | 1.8% | |
| Fidelity International Index Fund Mutual Fund N/A | — | — | — | $7.9M | 1.5% | |
| Fidelity Extended Market Index Fund Mutual Fund N/A | — | — | — | $7.2M | 1.3% | |
| Invesco Stable Value Trust Class B1 Collective Investment Trust N/A | — | — | — | $6.3M | 1.2% | |
| INVESCO STBL VAL B1 INVESCO TRUST COMPANY · EIN 84-1142974 / PN 001 | Common Collective Trust | — | — | $6.3M | 1.2% | |
| FIAM Blend Target Date 2020 Commingled Pool Class R Collective Investment Trust N/A | — | — | — | $5.6M | 1.0% | |
| FID FRDM BLND 2020 R FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 089 | Common Collective Trust | — | — | $5.6M | 1.0% | |
| Fidelity U.S. Bond Index Fund Mutual Fund N/A | — | — | — | $3.8M | 0.7% | |
| American Funds EuroPacific Growth Fund® Class R-6 Mutual Fund N/A | — | — | — | $3.7M | 0.7% | |
| William Blair Small-Mid Cap Growth R-6 Mutual Fund N/A | — | — | — | $3.4M | 0.6% | |
| PRU CORE PL BD CL 5 PRUDENTIAL TRUST COMPANY · EIN 23-6994310 / PN 165 | Common Collective Trust | — | — | $3.1M | 0.6% | |
| FIAM Blend Target Date 2015 Commingled Pool Class R Collective Investment Trust N/A | — | — | — | $3.0M | 0.6% | |
| FID FRDM BLND 2015 R FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 088 | Common Collective Trust | — | — | $3.0M | 0.6% | |
| AB Discovery Value Fund Class Z Mutual Fund N/A | Mutual Funds | — | — | $1.8M | 0.3% | |
| Interest-bearing cash * Fidelity Government Money Market Fund Interest-bearing cash N/A | — | — | — | $530K | <0.1% | |
| Collective investment trusts * FIAM Blend Target Date 2010 Commingled Pool Class R Collective Investment Trust N/A | — | — | — | $480K | <0.1% | |
| FID FRDM BLND 2010 R FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 087 | Common Collective Trust | — | — | $480K | <0.1% | |
| FIAM Blend Target Date Income Commingled Pool Class R Collective Investment Trust N/A | — | — | — | $253K | <0.1% | |
| FID FRDM BLEND INC R FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 085 | Common Collective Trust | — | — | $253K | <0.1% |