Wolfe Research 401(k) match, vesting and fees
What Wolfe Research's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Fidelity Investments Institutional | Schedule C ↗ |
| Independent auditor | Lilling & Company LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2025 medians for 1,478 defined-contribution plans in finance and insurance with 100 to 499 participants.
| Wolfe Research: employer contribution per participant | $1,398 | |
| Peer median | $3,122 |
| Wolfe Research: average balance | $99,076 | |
| Peer median | $111,687 |
| Wolfe Research: admin expenses ÷ assets | 0.19% | |
| Peer median | 0.20% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $25.7M at the end of plan year 2024 to $34.2M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 355 | $34.2M | $482K | $1,398 | 0.19% | Not published | Form 5500 ↗ |
| 2024 | 336 | $25.7M | $0 | $0 | 0.02% | Not published | Form 5500 ↗ |
Common questions
Does Wolfe Research match 401(k) contributions?
The match terms for the Wolfe Research, LLC 401(k) Plan have not been published from its filing yet. The plan year 2025 filing reports $482K in employer contributions, about $1,398 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Wolfe Research 401(k) match vested?
The vesting schedule for the Wolfe Research, LLC 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Wolfe Research 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Fidelity Investments Institutional. The plan administrator is Wolfe Research, LLC.
I left Wolfe Research. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Wolfe Research, LLC, (646) 845-0700) or the recordkeeper, Fidelity Investments Institutional. The Wolfe Research old 401(k) page lists the contacts from every plan filing. Find an old Wolfe Research 401(k)
Data from the public Form 5500 annual reports Wolfe Research filed with the U.S. Department of Labor (plan years 2024 and 2025) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Wolfe Research. Not financial advice. Report a correction · Methodology