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Original filing (PDF)20251008143656NAL0005700657001
SVANACO, INC.
Form 5500
FILING_RECEIVED
SVANACO, INC. DBA AMERICANEAGLE.COM 401(K) PLAN
401(k) retirement plan
Active participants
483
Accounts w/ balance
643
Plan assets (EOY)
$43.6M
Net assets (EOY)
$43.6M
How this plan invests
This plan
42 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
- 55 bps in Schedule C fees — 91% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SVANACO, INC..
Plan sponsor
Name
SVANACO, INC.
DBA
AMERICANEAGLE.COM, INC.
EIN
36-3130008
Address
2600 S. RIVER ROAD · DES PLAINES, IL · 60018
Phone
(847) 699-0300
Industry
Data Processing, Hosting· Information / Tech / Mediasee 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
2025-10-08
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
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
CBIZ CPAS PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEWPORT GROUP, INC. | 27-2037969 | — | RECORDKEEPER | $78K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| OPTIMUM INVESTMENT ADVISORS | — | CHICAGO, IL | ADVISOR | $134K | — |
Trustee
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEWPORT TRUST COMPANY | 27-4411131 | — | TRUSTEE | $10K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CBIZ CPAS PC | 43-1947695 | — | AUDITOR | $20K | — |
Investments
42 direct securities· $43.5M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2050 Fund - Investor (1) | — | — | — | $4.9M | 11.2% | |
| SPDR State Street SPDR S&P 500 ETF (1) | — | — | — | $4.5M | 10.2% | |
| Vanguard Target Retirement 2060 Fund - Investor (1) | — | — | — | $4.4M | 10.2% | |
| Vanguard Target Retirement 2055 Fund - Investor (1) | — | — | — | $4.3M | 9.8% | |
| Vanguard Information Technology Index Fund ETF (1) | — | — | — | $3.9M | 9.0% | |
| Vanguard Target Retirement 2040 Fund - Investor (1) | — | — | — | $2.8M | 6.5% | |
| Vanguard Target Retirement 2045 Fund - Investor (1) | — | — | — | $2.8M | 6.4% | |
| Vanguard Target Retirement 2030 Fund - Investor (1) | — | — | — | $2.6M | 5.9% | |
| T. Rowe Price T. Rowe Price Blue Chip Growth Fund (1) | — | — | — | $2.1M | 4.8% | |
| Vanguard Target Retirement 2035 Fund - Investor (1) | — | — | — | $1.5M | 3.4% | |
| SPDR Gold Shares (1) | — | — | — | $1.4M | 3.2% | |
| Vanguard Mid-Cap Index Fund - Admiral (1) | — | — | — | $1.2M | 2.7% | |
| Vanguard Target Retirement 2065 Fund - Investor (1) | — | — | — | $715K | 1.6% | |
| iShares Russell 2000 ETF (1) | — | — | — | $589K | 1.4% | |
| Fidelity Investments Fidelity Advisor Large Cap Fund - Class I (1) | — | — | — | $586K | 1.3% | |
| T. Rowe Price Mid-Cap Value Fund (1) | — | — | — | $414K | 0.9% | |
| Vanguard FTSE Developed Markets Index Fund ETF (1) | — | — | — | $403K | 0.9% | |
| Charles Schwab Self-Directed Brokerage Account (1) | — | — | — | $346K | 0.8% | |
| TD Ameritrade Institutional Money Market Deposit Account (1) | — | — | — | $321K | 0.7% | |
| ETFMG Prime Cyber Security ETF (1) | — | — | — | $318K | 0.7% | |
| iShares NASDAQ Biotechnology ETF (1) | — | — | — | $313K | 0.7% | |
| Vanguard Target Retirement 2025 Fund - Investor (1) | — | — | — | $309K | 0.7% | |
| Vanguard Target Retirement 2020 Fund - Investor (1) | — | — | — | $309K | 0.7% | |
| Participant Loans (interest rate range 5.25%-10.50%) - | — | — | — | $275K | 0.6% | |
| American Century Investments American Century Income & Growth Fund - Class I (1) | — | — | — | $275K | 0.6% | |
| iShares MSCI Emerging Markets ETF (1) | — | — | — | $256K | 0.6% | |
| Global Advisors Energy Select Sector SPDR ETF (1) | — | — | — | $251K | 0.6% | |
| Wells Fargo Wells Fargo Small Company Growth Fund - Class I (1) | — | — | — | $237K | 0.5% | |
| Morgan Stanley Morgan Stanley Institutional Fund Trust Discovery Portfolio - Class I (1) | — | — | — | $202K | 0.5% | |
| iShares U.S. Real Estate ETF (1) | — | — | — | $150K | 0.3% | |
| Vanguard Long-Term Bond Index Fund ETF (1) | — | — | — | $137K | 0.3% | |
| Allianz Global Investors AllianzGI Small-Cap Value Fund - Class A (1) | — | — | — | $134K | 0.3% | |
| Oakmark International Fund Investor Class (1) | — | — | — | $126K | 0.3% | |
| iShares iBoxx $ High Yield Corporate Bond ETF (1) | — | — | — | $119K | 0.3% | |
| SPDR S&P China ETF (1) | — | — | — | $117K | 0.3% | |
| iShares 1-3 Year Treasury Bond ETF (1) | — | — | — | $109K | 0.3% | |
| Nuveen NWQ Small-Cap Value Fund - Class I (1) | — | — | — | $61K | 0.1% | |
| iShares iBoxx $ Investment Grade Corporate Bond ETF (1) | — | — | — | $53K | 0.1% | |
| iShares TIPS Bond ETF (1) | — | — | — | $49K | 0.1% | |
| Vanguard Target Retirement Income Investment (1) | — | — | — | $40K | <0.1% | |
| SPDR Bloomberg Barclays Emerging Markets Local Bond ETF (1) | — | — | — | $14K | <0.1% | |
| Franklin Templeton Investments Templeton Growth Fund, Inc. - Class A (1) | — | — | — | $6K | <0.1% |
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