Lensar, Inc.'s EIN is 32-0125724.
Download the official 2024 Form 5500 (PDF) for Lensar, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Lensar, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $1K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $6K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity FID BLUE CHIP GR K6 | Mutual Funds | — | — | $1.8M | 12.6% | |
| Fidelity FID FREEDOM 2035 K6 | Mutual Funds | — | — | $1.5M | 10.8% | |
| Fidelity FID FREEDOM 2030 K6 | Mutual Funds | — | — | $1.4M | 10.2% | |
| Fidelity FID FREEDOM 2040 K6 | Mutual Funds | — | — | $1.3M | 8.9% | |
| Fidelity FID FREEDOM 2045 K6 | Mutual Funds | — | — | $1.1M | 7.5% | |
| Fidelity FID FREEDOM 2025 K6 | Mutual Funds | — | — | $1.0M | 7.4% | |
| Fidelity FID 500 INDEX | Common Collective Trusts | — | — | $987K | 7.0% | |
| Fidelity FID FREEDOM 2050 K6 | Mutual Funds | — | — | $843K | 6.0% | |
| Fidelity FID FREEDOM 2020 K6 | Mutual Funds | — | — | $790K | 5.6% | |
| Harbor CAP APP RET | Other securities | — | — | $574K | 4.1% | |
| Fidelity FID FREEDOM 2055 K6 | Mutual Funds | — | — | $560K | 4.0% | |
| Fidelity FID GOVT MMKT K6 | Mutual Funds | — | — | $263K | 1.9% | |
| American Funds AF AMER MUTUAL R6 | Mutual Funds | — | — | $248K | 1.8% | |
| Notes receivable from participants, due through July * Participant Loans 2031, with interest rates 4.25% to 9.50%. | Bonds / Notes | — | — | $206K | 1.5% | |
| Fidelity FID GLB EX US IDX | Common Collective Trusts | — | — | $190K | 1.3% | |
| Fidelity FID MID CAP IDX | Common Collective Trusts | — | — | $155K | 1.1% | |
| JP Morgan JPM GOVT BOND R6 | U.S. Treasuries | — | — | $152K | 1.1% | |
| Fidelity FID US BOND IDX | Common Collective Trusts | — | — | $147K | 1.0% | |
| Fidelity FID FREEDOM 2060 K6 | Mutual Funds | — | — | $131K | 0.9% | |
| Alliancebernstein AB SM CAP GRTH Z | Other securities | — | — | $114K | 0.8% | |
| Fidelity FID INTL CAP APPR K6 | Mutual Funds | — | — | $100K | 0.7% | |
| RBC Global Asset RBC EMRG MKTS EQ R6 | Other securities | — | — | $95K | 0.7% | |
| MFS MID CAP GRTH R6 | Mutual Funds | — | — | $84K | 0.6% | |
| Fidelity FID TOTAL BOND K6 | Mutual Funds | — | — | $73K | 0.5% | |
| Allspring AS SPL SM CAP VAL R6 | Other securities | — | — | $57K | 0.4% | |
| Fidelity FID INFL PR BD IDX | Common Collective Trusts | — | — | $47K | 0.3% | |
| Fidelity FID FREEDOM 2065 K6 | Mutual Funds | — | — | $41K | 0.3% | |
| Fidelity FID SM CAP IDX | Common Collective Trusts | — | — | $40K | 0.3% | |
| MFS MA INV TRUST R6 | Mutual Funds | — | — | $39K | 0.3% | |
| Cohen & Steers C&S REALTY SHARES Z | Other securities | — | — | $36K | 0.3% | |
| American Century AM CENT MD CP VAL R6 | Other securities | — | — | $32K | 0.2% | |
| Fidelity FID FREEDOM INC K6 | Mutual Funds | — | — | $10K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
