Back to filter
Original filing (PDF)20250916120320NAL0001933553001
LONE WOLF REAL ESTATE TECHNOLOGIES, INC.
Form 5500
FILING_RECEIVED
LONE WOLF REAL ESTATE TECHNOLOGIES, INC. 401(K) PLAN
401(k) retirement plan
Active participants
290
Accounts w/ balance
323
Plan assets (EOY)
$23.0M
Net assets (EOY)
$23.0M
How this plan invests
This plan
1 pooled trust
Schedule D
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (19 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LONE WOLF REAL ESTATE TECHNOLOGIES, INC..
Plan sponsor
Name
LONE WOLF REAL ESTATE TECHNOLOGIES, INC.
EIN
98-0595594
Address
717 N HARWOOD · SUITE 2200 · DALLAS, TX · 75201
Phone
(866) 279-9653
Industry
Real Estatesee 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
2025-09-16
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)
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
LILLING & COMPANY
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $25K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $20K | — |
Investments
30 direct securities · 1 pooled fund· $23.0M(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
$22.9M
30 holdings
Common Collective Trust
$106K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund Mutual Fund | — | — | — | $3.2M | 13.8% | |
| Fidelity Freedom Index 2030 Fund Inst. Prem. Mutual Fund | — | — | — | $2.9M | 12.4% | |
| Fidelity Freedom Index 2045 Fund Inst. Prem. Mutual Fund | — | — | — | $2.5M | 11.0% | |
| Fidelity Freedom Index 2035 Fund Inst. Prem. Mutual Fund | — | — | — | $2.3M | 10.0% | |
| Fidelity Freedom Index 2055 Fund Inst. Prem. Mutual Fund | — | — | — | $2.0M | 8.6% | |
| Fidelity Contrafund - Class K Mutual Fund | — | — | — | $1.6M | 6.9% | |
| Fidelity Freedom Index 2050 Fund Inst. Prem. Mutual Fund | — | — | — | $1.3M | 5.7% | |
| Fidelity Freedom Index 2040 Fund Inst. Prem. Mutual Fund | — | — | — | $1.1M | 4.6% | |
| Fidelity International Index Fund Mutual Fund | — | — | — | $748K | 3.2% | |
| Fidelity Freedom Index 2060 Fund Inst. Prem. Mutual Fund | — | — | — | $682K | 3.0% | |
| PGIM Total Return Bond Fund -Class R6 Mutual Fund | — | — | — | $649K | 2.8% | |
| Fidelity Mid Cap Index Fund Mutual Fund | — | — | — | $519K | 2.3% | |
| Fidelity Freedom Index 2025 Fund Inst. Prem. Mutual Fund | — | — | — | $422K | 1.8% | |
| Fidelity Freedom Index 2020 Fund Inst. Prem. Mutual Fund | — | — | — | $406K | 1.8% | |
| Principal Equity Income Fund Mutual Fund | — | — | — | $372K | 1.6% | |
| Invesco Developing Markets Fund Class R6 Mutual Fund | — | — | — | $336K | 1.5% | |
| Fidelity Small Cap Index Fund Mutual Fund | — | — | — | $336K | 1.5% | |
| Notes receivable from participants per annum $0 | — | — | — | $279K | 1.2% | |
| Fidelity Government Money Market Fund Prem. Mutual Fund | — | — | — | $248K | 1.1% | |
| American Funds EuroPacific Growth Fund R6 Mutual Fund | — | — | — | $182K | 0.8% | |
| Janus Henderson Triton Fund Class N Mutual Fund | — | — | — | $162K | 0.7% | |
| MassMutual Mid Cap Growth Fund Class I Mutual Fund | — | — | — | $152K | 0.7% | |
| Fidelity U.S. Bond Index Fund Mutual Fund | — | — | — | $134K | 0.6% | |
| American Beacon Small Cap Value Fund R5 Mutual Fund | — | — | — | $131K | 0.6% | |
| John Hancock Disc. Value Mid Cap Fund R6 Mutual Fund | — | — | — | $108K | 0.5% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $106K | 0.5% | |
| PIMCO Income Fund Institutional Class Mutual Fund | — | — | — | $97K | 0.4% | |
| Fidelity Freedom Index 2065 Fund Inst. Prem. Mutual Fund | — | — | — | $62K | 0.3% | |
| Fidelity Freedom Index 2015 Fund Inst. Prem. Mutual Fund | — | — | — | $43K | 0.2% | |
| Fidelity Freedom Index Income Fd Inst. Prem. Mutual Fund | — | — | — | $42K | 0.2% | |
| PIMCO All Asset Fund Inst. Mutual Fund | — | — | — | $24K | 0.1% |
Related plans
Other plans using FIDELITY INVESTMENTS INSTITUTIONAL
KAISER PERMANENTE MEDICAL CARE PROGRAM
KAISER PERMANENTE GROUP TRUST
$66.6B
MICROSOFT CORPORATION
MICROSOFT CORPORATION SAVINGS PLUS 401K PLAN
$65.6B · 123,878 participants
INTERNATIONAL BUSINESS MACHINES CORPORATION
IBM 401(K) PLAN
$60.4B · 49,030 participants
AT&T INC.
AT&T RETIREMENT SAVINGS PLAN
$43.1B · 102,760 participants
VERIZON COMMUNICATIONS INC.
VERIZON MASTER SAVINGS TRUST
$41.1B
NORTHROP GRUMMAN CORPORATION
NORTHROP GRUMMAN SAVINGS PLAN
$39.5B · 99,799 participants
Similar-size Real Estate plans
GOLD POINT LODGING & REALTY, INC.
BRECKENRIDGE GRAND VACATIONS 401(K) PLAN
$23.0M · 639 participants
UNIVERSITY OF VIRGINIA FOUNDATION
UNIVERSITY OF VIRGINIA FOUNDATION DEFINED CONTRIBUTION PLAN
$23.1M · 36 participants
EDGEWOOD MANAGEMENT CORPORATION D/B/A PRATUM COMPANIES
EDGEWOOD MANAGEMENT CORPORATION RETIREMENT PLAN
$22.9M · 321 participants
THE GRAHAM COMPANIES
THE GRAHAM COMPANIES 401(K) PLAN
$23.2M · 305 participants
THE JOHNSON COMPANIES LIMITED PARTNERSHIP
THE JOHNSON COMPANIES LTD. 401(K) PLAN AND TRUST
$23.2M · 103 participants
REMEDY MEDICAL PROPERTIES, INC.
REMEDY 401(K) PLAN
$23.3M · 284 participants
Large plans in Texas
AT&T INC.
AT&T SAVINGS PLAN MASTER TRUST
$42.6B
AT&T INC.
SBC MASTER PENSION TRUST
$30.6B
AT&T INC.
AT&T PENSION BENEFIT PLAN
$28.3B · 93,065 participants
AMERICAN AIRLINES, INC. - RETIREMENT
MASTER TRUST FOR DC PLANS OF AMERICAN AIRLINES, INC. AND AFFILIATES
$27.7B
SAMMONS ENTERPRISES, INC.
SAMMONS ENTERPRISES, INC. EMPLOYEE STOCK OWNERSHIP PLAN
$23.9B · 3,454 participants
EXXON MOBIL CORPORATION
EXXONMOBIL SAVINGS PLAN
$23.7B · 23,971 participants