Recordkeeping fees per participant
not reported
Not reported on this filing.
Employers › Lensar
Lensar 401(k)
- LNSR Nasdaq
- Health care and social assistance
- Orlando, FL
- EIN 32-0125724
- 1 plan with Schedule H financials
- Plan year 2024
- Lensar, Inc.
- SEC registrant LENSAR, Inc.
Administrative expenses excluding investment management, per participant · Lensar, Inc. 401(k) Plan · plan year 2024
$60.82
Higher than 29% of the 24,371 plans $10 to 50M that report it.
Source
= $8,575 / 141
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251001091600NAL0031288098001, received 2025-10-01
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251001091600NAL0031288098001, received 2025-10-01
Percentiles compare this plan with the Schedule H plans $10 to 50M in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-10-01.
Cost and contributions
Administrative expenses per participant
$60.82
Higher than 19% of the 25,098 plans $10 to 50M that report it.
Source
= $8,575 / 141
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251001091600NAL0031288098001, received 2025-10-01
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251001091600NAL0031288098001, received 2025-10-01
Administrative expenses as a share of assets
0.061%
Higher than 15% of the 25,132 plans $10 to 50M that report it.
Source
= $8,575 / $14,120,065
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251001091600NAL0031288098001, received 2025-10-01
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251001091600NAL0031288098001, received 2025-10-01
Employer contributions per participant
$4,135
Higher than 86% of the 24,050 plans $10 to 50M that report it.
Source
= $583,060 / 141
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251001091600NAL0031288098001, received 2025-10-01
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251001091600NAL0031288098001, received 2025-10-01
Employer share of total contributions
26.4%
Higher than 45% of the 24,084 plans $10 to 50M that report it.
Source
= $583,060 / $2,206,108
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251001091600NAL0031288098001, received 2025-10-01
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251001091600NAL0031288098001, received 2025-10-01
Plan terms, as stated in Lensar, Inc.'s SEC filings
Plan terms are described in Lensar, Inc.'s SEC filings: Form 10-K filed 2026-03-31. No term could be quoted from them with the required precision.
Plan features
2E profit-sharing · 2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 3D IRS pre-approved plan · 2T default investment (QDIA) · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20251001091600NAL0031288098001, received 2025-10-01
Full record, Lensar, Inc. 401(k) Plan
| Field | Value | Source |
|---|---|---|
| Plan sponsor | LENSAR, INC. | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20251001091600NAL0031288098001, received 2025-10-01 |
| Plan name | LENSAR, INC. 401(K) PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20251001091600NAL0031288098001, received 2025-10-01 |
| Sponsor EIN / plan number | 32-0125724 / 002 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20251001091600NAL0031288098001, received 2025-10-01 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20251001091600NAL0031288098001, received 2025-10-01 |
| Sponsor location | ORLANDO, FL | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20251001091600NAL0031288098001, received 2025-10-01 |
| Industry (business code) | 621111, Health care and social assistance | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20251001091600NAL0031288098001, received 2025-10-01 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20251001091600NAL0031288098001, received 2025-10-01 |
| Filing received | 2025-10-01 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20251001091600NAL0031288098001, received 2025-10-01 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20251001091600NAL0031288098001, received 2025-10-01 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20251001091600NAL0031288098001, received 2025-10-01 |
| Participants, beginning of year | 145 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20251001091600NAL0031288098001, received 2025-10-01 |
| Active participants | 140 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20251001091600NAL0031288098001, received 2025-10-01 |
| Participants, end of year | 161 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20251001091600NAL0031288098001, received 2025-10-01 |
| Participants with an account balance | 141 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251001091600NAL0031288098001, received 2025-10-01 |
| Total assets, beginning of year | $11,451,225 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20251001091600NAL0031288098001, received 2025-10-01 |
| Total assets, end of year | $14,120,065 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251001091600NAL0031288098001, received 2025-10-01 |
| Net assets, end of year | $14,120,065 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20251001091600NAL0031288098001, received 2025-10-01 |
| Total income | $4,022,365 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20251001091600NAL0031288098001, received 2025-10-01 |
| Net income | $2,668,840 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20251001091600NAL0031288098001, received 2025-10-01 |
| Employer contributions | $583,060 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251001091600NAL0031288098001, received 2025-10-01 |
| Participant contributions | $1,350,528 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20251001091600NAL0031288098001, received 2025-10-01 |
| Other contributions (incl. rollovers) | $272,520 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20251001091600NAL0031288098001, received 2025-10-01 |
| Total contributions | $2,206,108 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251001091600NAL0031288098001, received 2025-10-01 |
| Benefit payments | $1,344,950 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20251001091600NAL0031288098001, received 2025-10-01 |
| Total expenses (incl. benefit payments) | $1,353,525 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20251001091600NAL0031288098001, received 2025-10-01 |
| Total administrative expenses | $8,575 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251001091600NAL0031288098001, received 2025-10-01 |
| Administrative expenses excluding investment management | $8,575 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251001091600NAL0031288098001, received 2025-10-01 |
| Held in mutual funds | $13,914,245 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20251001091600NAL0031288098001, received 2025-10-01 |
| Independent auditor | CHERRY BEKAERT | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20251001091600NAL0031288098001, received 2025-10-01 |
Position = column in the DOL layout for form year 2024. Filing 20251001091600NAL0031288098001, received 2025-10-01.
Service providers paid directly by the plan
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | ADVISOR | 27 Investment advisory (plan) | $5,504 | no |
| FIDELITY INVESTMENTS INSTITUTIONALrecordkeeper | RECORDKEEPER | 37 Participant loan processing; 64 Recordkeeping fees; 65 Account maintenance fees | $1,025 | no |
Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20251001091600NAL0031288098001, received 2025-10-01.
What changed since the 2023 plan year
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $11,451,224 | $14,120,065 | 23.3% |
| Participants with a balance | 131 | 141 | 7.6% |
| Administrative expenses | not reported | $8,575 | |
| Recordkeeping fees per participant | not reported | not reported | |
| Employer contributions | $523,353 | $583,060 | 11.4% |
Prior filing 20250303151529NAL0003426419001, received 2025-03-03; the plan years are contiguous.
Alerts, claims and corrections
Sponsor name as filed: LENSAR, INC.; SEC registrant: LENSAR, Inc. (CIK 1320350, matched by EIN; display name from the Form 10-K cover).