Plan Ledger DOL Form 5500 · updated monthly

Lone Wolf Real Estate Technologies, Inc.401(k)

LONE WOLF REAL ESTATE TECHNOLOGIES, INC. 401(K) PLAN · DALLAS, TX · plan year 2025

Reported admin expense ratio · 2025
0.07%

Peer grade: B+ · admin costs + employer contributions vs same-size plans · how grading works

Lone Wolf Real Estate Technologies, Inc. reported $16,993 in plan administrative expenses for 2025: 0.07% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,127 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 3 years on file its reported administrative ratio fell from 0.27% to 0.07%. The plan sits in the $10M–$50M size bracket, benchmarked here against 1,620 comparable plans and shown alongside other real estate & leasing employers. By assets it is the 1,684th-largest of 5,688 plans among Texas employers on file, and the 517th of 2,096 in real estate & leasing. In 2025, employees put in $3.25 for every $1.00 the employer contributed; active participation has shrunk from 412 to 254 since 2022.

Plan summary
Net assets, end of year$26,446,606
Participants with balances300
Active participants254
Employer contributions$540,246
Employee contributions$1,757,669
Employer contribution per active participant$2,127
Average account balance$88,155
Benefits paid to participants$3,199,983
Plan auditUnmodified (clean) audit opinion
AuditorLILLING & COMPANY
Plan history4
Yearassets · accounts · employer contribution
2025$26.4M · 300 accts · $540K emplr
2024$23.0M · 323 accts · $603K emplr
2023$19.7M · 340 accts · $695K emplr
2022$15.4M · 381 accts · $771K emplr
Administrative expenses, itemized · 2025
Investment management$18,337
Total administrative$16,993
The Lone Wolf Real Estate Technologies, Inc. 401(k) match · 2025
Employer contribution per active participant$2,127
Median for plans this size$2,666
2025$2,127 per active participant
2024$2,079 per active participant
2023$2,379 per active participant
2022$1,871 per active participant

Lone Wolf Real Estate Technologies, Inc.'s 2025 employer contribution ran below the $2,666 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20252
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$18,337
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processingindirect comp

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history4
2025$16,993 · 0.07%
2024$44,875 · 0.21%
2023$51,536 · 0.29%
2022$41,661 · 0.27%
Same employer
Similar plansReal Estate & Leasing · Texas
Camillo Properties, LTD TX$24.5M · 0.31%
Norwood Management, Inc. TX$23.5M · 0.41%
The Morgan Group Inc. TX$23.3M · 0.42%

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Source: U.S. Department of Labor, Form 5500 series, EIN 980595594 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.