# Hurco Companies, INC. 401(k) Plan
Source: https://planprovider.pro/companies/hurco-companies-inc-401k-plan

> Hurco Companies, INC.'s 401(k) plan: 194 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/shepherd-financial-investment-advisory-llc) — NONE

- [THE VANGUARD GROUP, INC.](https://planprovider.pro/provider/the-vanguard-group-inc) — NONE

- [DELOITTE & TOUCHE LLP](https://planprovider.pro/provider/deloitte-and-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|—|—|—|—|

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