Recordkeeping fees per participant
not reported
Not reported on this filing.
Employers › Hurco Companies
Hurco Companies 401(k)
- HURC Nasdaq
- Manufacturing
- Indianapolis, IN
- EIN 35-1150732
- 1 plan with Schedule H financials
- Plan year 2024
- Hurco Companies, Inc.
- SEC registrant Hurco Companies Inc
Administrative expenses excluding investment management, per participant · Hurco Companies Inc. 401(k) Retirement Plan · plan year 2024
$232.28
Higher than 89% of the 8,758 plans $50 to 250M that report it.
Source
= $69,916 / 301
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251006074351NAL0003118481001, received 2025-10-06
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251006074351NAL0003118481001, received 2025-10-06
Percentiles compare this plan with the Schedule H plans $50 to 250M 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 2025-10-06.
Cost and contributions
Administrative expenses per participant
$232.28
Higher than 77% of the 9,042 plans $50 to 250M that report it.
Source
= $69,916 / 301
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251006074351NAL0003118481001, received 2025-10-06
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251006074351NAL0003118481001, received 2025-10-06
Administrative expenses as a share of assets
0.137%
Higher than 51% of the 9,049 plans $50 to 250M that report it.
Source
= $69,916 / $50,909,347
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251006074351NAL0003118481001, received 2025-10-06
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251006074351NAL0003118481001, received 2025-10-06
Employer contributions per participant
$2,447
Higher than 44% of the 9,105 plans $50 to 250M that report it.
Source
= $736,541 / 301
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251006074351NAL0003118481001, received 2025-10-06
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251006074351NAL0003118481001, received 2025-10-06
Employer share of total contributions
32.0%
Higher than 58% of the 9,112 plans $50 to 250M that report it.
Source
= $736,541 / $2,303,650
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251006074351NAL0003118481001, received 2025-10-06
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251006074351NAL0003118481001, received 2025-10-06
Plan terms, as stated in Hurco Companies, Inc.'s SEC filings
Plan terms are described in Hurco Companies, Inc.'s SEC filings: Form 10-K filed 2026-01-09. 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 · 2T default investment (QDIA) · 3D IRS pre-approved plan · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20251006074351NAL0003118481001, received 2025-10-06
Full record, Hurco Companies Inc. 401(k) Retirement Plan
| Field | Value | Source |
|---|---|---|
| Plan sponsor | HURCO COMPANIES, INC. | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20251006074351NAL0003118481001, received 2025-10-06 |
| Plan name | HURCO COMPANIES INC. 401(K) RETIREMENT PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20251006074351NAL0003118481001, received 2025-10-06 |
| Sponsor EIN / plan number | 35-1150732 / 001 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20251006074351NAL0003118481001, received 2025-10-06 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20251006074351NAL0003118481001, received 2025-10-06 |
| Sponsor location | INDIANAPOLIS, IN | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20251006074351NAL0003118481001, received 2025-10-06 |
| Industry (business code) | 333510, Manufacturing | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20251006074351NAL0003118481001, received 2025-10-06 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20251006074351NAL0003118481001, received 2025-10-06 |
| Filing received | 2025-10-06 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20251006074351NAL0003118481001, received 2025-10-06 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20251006074351NAL0003118481001, received 2025-10-06 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20251006074351NAL0003118481001, received 2025-10-06 |
| Participants, beginning of year | 292 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20251006074351NAL0003118481001, received 2025-10-06 |
| Active participants | 194 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20251006074351NAL0003118481001, received 2025-10-06 |
| Participants, end of year | 303 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20251006074351NAL0003118481001, received 2025-10-06 |
| Participants with an account balance | 301 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251006074351NAL0003118481001, received 2025-10-06 |
| Total assets, beginning of year | $46,333,072 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20251006074351NAL0003118481001, received 2025-10-06 |
| Total assets, end of year | $50,909,347 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251006074351NAL0003118481001, received 2025-10-06 |
| Net assets, end of year | $50,909,347 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20251006074351NAL0003118481001, received 2025-10-06 |
| Total income | $9,075,847 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20251006074351NAL0003118481001, received 2025-10-06 |
| Net income | $4,576,275 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20251006074351NAL0003118481001, received 2025-10-06 |
| Employer contributions | $736,541 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251006074351NAL0003118481001, received 2025-10-06 |
| Participant contributions | $1,557,251 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20251006074351NAL0003118481001, received 2025-10-06 |
| Other contributions (incl. rollovers) | $9,858 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20251006074351NAL0003118481001, received 2025-10-06 |
| Total contributions | $2,303,650 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251006074351NAL0003118481001, received 2025-10-06 |
| Benefit payments | $4,429,656 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20251006074351NAL0003118481001, received 2025-10-06 |
| Total expenses (incl. benefit payments) | $4,499,572 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20251006074351NAL0003118481001, received 2025-10-06 |
| Total administrative expenses | $69,916 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251006074351NAL0003118481001, received 2025-10-06 |
| Administrative expenses excluding investment management | $69,916 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251006074351NAL0003118481001, received 2025-10-06 |
| Held in common/collective trusts | $9,368,017 | Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20251006074351NAL0003118481001, received 2025-10-06 |
| Held in mutual funds | $41,354,416 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20251006074351NAL0003118481001, received 2025-10-06 |
| Independent auditor | DELOITTE & TOUCHE LLP | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20251006074351NAL0003118481001, received 2025-10-06 |
Position = column in the DOL layout for form year 2024. Filing 20251006074351NAL0003118481001, received 2025-10-06.
Service providers paid directly by the plan
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| SHEPHERD FINANCIAL INVESTMENT ADVIS | NONE | 27 Investment advisory (plan) | $49,063 | no |
| THE VANGUARD GROUP, INC.recordkeeper | NONE | 15 Recordkeeping and information management; 16 Consulting (general); 25 Trustee (directed); 37 Participant loan processing; 52 Investment management fees paid indirectly by plan; 99 Other fees | $21,303 | yes |
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 20251006074351NAL0003118481001, received 2025-10-06.
What changed since the 2023 plan year
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $46,333,072 | $50,909,347 | 9.9% |
| Participants with a balance | 290 | 301 | 3.8% |
| Administrative expenses | $81,126 | $69,916 | -13.8% |
| Recordkeeping fees per participant | not reported | not reported | |
| Employer contributions | $1,007,030 | $736,541 | -26.9% |
Prior filing 20241009144157NAL0033075664001, received 2024-10-09; the plan years are contiguous.
Alerts, claims and corrections
Sponsor name as filed: HURCO COMPANIES, INC.; SEC registrant: HURCO COMPANIES INC (CIK 315374, matched by EIN; display name from the Form 10-K cover).