Hurco Companies Inc. 401(k) Retirement Plan
Sponsored by Hurco Companies, Inc. · EIN 351150732 · Plan #001
- Total assets
- $50.9M
- Net assets
- $50.9M
- Active participants
- 194
- With balances
- 301
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Shepherd Financial Investment Advisory Llc CRD 288623 | fuzzy_auto · 98% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Shepherd Financial Investment Advis | Investment advisory (plan) | $49,063 |
| The Vanguard Group, Inc. | Recordkeeping, Consulting (general), Trustee (directed) | $21,303 |