Original filing (PDF)20251001091600NAL0031288098001

LENSAR, INC.

Name: LENSAR, INC. — LENSAR, INC. 401(K) PLAN, Form 5500 (2024)
Creator: LENSAR, INC.

Form 5500

FILING_RECEIVED

LENSAR, INC. 401(K) PLAN

401(k) retirement plan

Active participants

140

Accounts w/ balance

141

Plan assets (EOY)

$14.1M

Net assets (EOY)

$14.1M

How this plan invests

This plan

32 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 (5 bps vs 29 bps peer median).

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LENSAR, INC..

Plan sponsor

Name

LENSAR, INC.

EIN

32-0125724

Address

2800 DISCOVERY DRIVE · SUITE 100 · ORLANDO, FL · 32826

Phone

(888) 536-7271

Industry

Offices of Physicians· Health Care & Social Assistancesee 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

2025-10-01

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

3D · Pre-approved plan (master / prototype / VS)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

CHERRY BEKAERT

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$1K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
STRATEGIC ADVISORS, INC.	04-2654524	—	ADVISOR	$6K	—

Investments

32 direct securities· $14.1M(100% of reported assets)

Investment	Type	Shares / units	Cost	Current value	% of plan
Fidelity FID BLUE CHIP GR K6	—	—	—	$1.8M	12.6%
Fidelity FID FREEDOM 2035 K6	—	—	—	$1.5M	10.8%
Fidelity FID FREEDOM 2030 K6	—	—	—	$1.4M	10.2%
Fidelity FID FREEDOM 2040 K6	—	—	—	$1.3M	8.9%
Fidelity FID FREEDOM 2045 K6	—	—	—	$1.1M	7.5%
Fidelity FID FREEDOM 2025 K6	—	—	—	$1.0M	7.4%
Fidelity FID 500 INDEX	—	—	—	$987K	7.0%
Fidelity FID FREEDOM 2050 K6	—	—	—	$843K	6.0%
Fidelity FID FREEDOM 2020 K6	—	—	—	$790K	5.6%
Harbor CAP APP RET	—	—	—	$574K	4.1%
Fidelity FID FREEDOM 2055 K6	—	—	—	$560K	4.0%
Fidelity FID GOVT MMKT K6	—	—	—	$263K	1.9%
American Funds AF AMER MUTUAL R6	—	—	—	$248K	1.8%
Notes receivable from participants, due through July * Participant Loans 2031, with interest rates 4.25% to 9.50%.	—	—	—	$206K	1.5%
Fidelity FID GLB EX US IDX	—	—	—	$190K	1.3%
Fidelity FID MID CAP IDX	—	—	—	$155K	1.1%
JP Morgan JPM GOVT BOND R6	—	—	—	$152K	1.1%
Fidelity FID US BOND IDX	—	—	—	$147K	1.0%
Fidelity FID FREEDOM 2060 K6	—	—	—	$131K	0.9%
Alliancebernstein AB SM CAP GRTH Z	—	—	—	$114K	0.8%
Fidelity FID INTL CAP APPR K6	—	—	—	$100K	0.7%
RBC Global Asset RBC EMRG MKTS EQ R6	—	—	—	$95K	0.7%
MFS MID CAP GRTH R6	—	—	—	$84K	0.6%
Fidelity FID TOTAL BOND K6	—	—	—	$73K	0.5%
Allspring AS SPL SM CAP VAL R6	—	—	—	$57K	0.4%
Fidelity FID INFL PR BD IDX	—	—	—	$47K	0.3%
Fidelity FID FREEDOM 2065 K6	—	—	—	$41K	0.3%
Fidelity FID SM CAP IDX	—	—	—	$40K	0.3%
MFS MA INV TRUST R6	—	—	—	$39K	0.3%
Cohen & Steers C&S REALTY SHARES Z	—	—	—	$36K	0.3%
American Century AM CENT MD CP VAL R6	—	—	—	$32K	0.2%
Fidelity FID FREEDOM INC K6	—	—	—	$10K	<0.1%