Back to filter
Original filing (PDF)20250911084101NAL0000135827001
CYNOSURE, LLC
Form 5500
FILING_RECEIVED
CYNOSURE, LLC 401(K) PLAN
401(k) retirement plan
Active participants
409
Accounts w/ balance
527
Plan assets (EOY)
$39.8M
Net assets (EOY)
$39.8M
How this plan invests
This plan
2 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)
95
/ 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
80
Vendor stack
100
Participation health
100
Knocking points off
- 35 bps in Schedule C fees — modestly above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CYNOSURE, LLC.
Plan sponsor
Name
CYNOSURE, LLC
EIN
04-3125110
Address
5 CARLISLE ROAD · WESTFORD, MA · 01886
Phone
(978) 256-4200
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-11
Pension benefit codes
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)
3B · Covers self-employed individuals
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CARON & BLETZER, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $55K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COMMONWEALTH FINANCIAL NETWORK | 04-2675571 | — | ADVISOR | $76K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $7K | — |
Investments
25 direct securities · 2 pooled funds· $38.8M(98% 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
$38.5M
25 holdings
Common Collective Trust
$277K
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| BlackRock LifePath Index 2035 K Fund " | — | — | — | $4.6M | 11.6% | |
| BlackRock LifePath Index 2045 K Fund " | — | — | — | $4.4M | 11.1% | |
| Fidelity 500 Index Fund " | — | — | — | $4.0M | 10.1% | |
| BlackRock LifePath Index 2055 K Fund " | — | — | — | $4.0M | 10.1% | |
| BlackRock LifePath Index 2030 K Fund " | — | — | — | $3.9M | 9.8% | |
| BlackRock LifePath Index 2040 K Fund " | — | — | — | $3.4M | 8.6% | |
| BlackRock LifePath Index Retirement Fund " | — | — | — | $3.3M | 8.3% | |
| BlackRock LifePath Index 2050 K Fund " | — | — | — | $2.8M | 7.0% | |
| BlackRock LifePath Index 2060 K Fund " | — | — | — | $1.9M | 4.9% | |
| AB Large Cap Growth Fund Class Z " | — | — | — | $1.5M | 3.7% | |
| Fidelity Mid Cap Index Fund " | — | — | — | $862K | 2.2% | |
| PIMCO Total Return Fund Institutional Class " | — | — | — | $674K | 1.7% | |
| Fidelity Small Cap Index Fund " | — | — | — | $615K | 1.5% | |
| Fidelity Government Money Market Fund " | — | — | — | $463K | 1.2% | |
| Fidelity International Index Fund " | — | — | — | $354K | 0.9% | |
| MFS International Diversification Fund Class R6 " | — | — | — | $289K | 0.7% | |
| KAR SM CAP SUST GR 3 SEI TRUST COMPANY · EIN 47-2579333 / PN 078 | Common Collective Trust | — | — | $277K | 0.7% | |
| Thornburg Strategic Income R6 Fund " | — | — | — | $263K | 0.7% | |
| American Beacon Large Cap Value R6 " | — | — | — | $244K | 0.6% | |
| BlackRock LifePath Index 2065 K Fund " | — | — | — | $225K | 0.6% | |
| JPMorgan Emerging Markets Equity Fund R6 " | — | — | — | $221K | 0.6% | |
| JPMorgan Mid Cap Value Fund Class R6 " | — | — | — | $148K | 0.4% | |
| MFS Mid Cap Growth Fund Class R6 " | — | — | — | $137K | 0.3% | |
| Cohen & Steers Real Estate Securities Z " | — | — | — | $75K | 0.2% | |
| Franklin Small Cap Value Fund Class R6 " | — | — | — | $62K | 0.2% | |
| American Funds Bond Fund of Amer R6 Mutual fund | — | — | — | $9K | <0.1% | |
| MIP CL 2 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $0 | <0.1% |