Plan Snapshot
- Plan Sponsor: Hurco Companies, INC.
- Sponsor EIN: 351150732
- Sponsor Address: ONE TECHNOLOGY WAY, INDIANAPOLIS, IN, 46268
- Plan Type: 401(k)
- Total Participants: 194
- Total Assets: $50.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 194 | $50.9M | $736,541 | $1.6M |
| 2023 | 199 | $46.3M | $1.0M | $1.6M |
| 2022 | 206 | $43.1M | $943,393 | $1.6M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| SHEPHERD FINANCIAL INVESTMENT ADVIS | NONE | $49,063 | — | $49,063 |
| THE VANGUARD GROUP, INC. | NONE | $21,303 | — | $21,303 |
| DELOITTE & TOUCHE LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SHEPHERD FINANCIAL INVESTMENT ADVIS — NONE
- THE VANGUARD GROUP, INC. — NONE
- DELOITTE & TOUCHE LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $70,366
- Estimated Expense Ratio: 0.138% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $69,916 | — | — | — | — |
| 2023 | $81,126 | — | — | — | — |
| 2022 | $38,383 | — | — | — | — |