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Original filing (PDF)20251009120711NAL0015457650001
LUMENIS BE, INC.
Form 5500
FILING_RECEIVED
LUMENIS BE, INC. 401(K) PLAN
401(k) retirement plan
Active participants
386
Accounts w/ balance
556
Plan assets (EOY)
$32.6M
Net assets (EOY)
$32.6M
How this plan invests
This plan
18 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
- 39 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 LUMENIS BE, INC..
Plan sponsor
Name
LUMENIS BE, INC.
EIN
86-3941027
Address
2077 GATEWAY PLACE SUITE 300 · SAN JOSE, CA · 95110
Phone
(408) 764-3000
Industry
Manufacturingsee 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
2025-10-09
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
SMITH & HOWARD, PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $75K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY | — | NEW YORK, NY | INVESTMENT ADVISOR | $53K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADVISED ASSETS GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $417 | — |
Investments
18 direct securities· $32.7M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| AllianceBernstein Large Cap Growth Fund | — | — | — | $6.7M | 20.6% | |
| Management FIDELITY INTL IDX | — | — | — | $4.4M | 13.4% | |
| FIDELITY 500 INDEX FUND | — | — | — | $3.9M | 12.0% | |
| Empower Annuity Guaranteed Income Fund | — | — | — | $3.9M | 11.9% | |
| PGIM Total Return Bond Fund | — | — | — | $2.5M | 7.7% | |
| J.P. Morgan Equity Income Fund | — | — | — | $2.1M | 6.3% | |
| Victory Capital Sycamore Established Value Fund | — | — | — | $1.8M | 5.5% | |
| Invesco Developing Markets Fund | — | — | — | $1.4M | 4.2% | |
| Janus Henderson Enterprise Fund | — | — | — | $1.2M | 3.8% | |
| American Century Small Cap Value Fund | — | — | — | $796K | 2.4% | |
| FIDELITY MID CAP INDEX | — | — | — | $772K | 2.4% | |
| Invesco Equally-Weighted S&P 500 Fund | — | — | — | $759K | 2.3% | |
| FIDELITY SMALL CAP INDEX | — | — | — | $716K | 2.2% | |
| American Century Small Cap Growth Fund | — | — | — | $649K | 2.0% | |
| Participants Loans (interest rates ranging from 4.25% to | — | — | — | $546K | 1.7% | |
| American Funds American Balanced Fund | — | — | — | $473K | 1.5% | |
| 1919 Investment Socially Responsive Balanced Fund | — | — | — | $77K | 0.2% | |
| Counsel, LLC Hartford Funds Core Equity Fund | — | — | — | $56K | 0.2% |
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