Plan Snapshot
- Plan Sponsor: Halliburton Company
- Sponsor EIN: 752677995
- Sponsor Address: HALLIBURTON PLAZA 1, SUITE 2112, HOUSTON, TX, 770323219
- Plan Type: 401(k)
- Total Participants: 14,859
- Total Assets: $4.5B
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 14,859 | $4.5B | $108.4M | $163.2M |
| 2023 | 15,306 | $4.2B | $115.6M | $156.2M |
| 2022 | 15,155 | $3.8B | $102.8M | $137.1M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | NONE | $1,169,951 | — | $1,169,951 |
| MERCER INVESTMENT CONSULTING, INC. | NONE | $293,053 | — | $293,053 |
| FIDELITY INVESTMENTS INSTITUTIONAL | NONE | $169,525 | — | $169,525 |
| WEAVER AND TIDWELL, LLP | NONE | $32,550 | — | $32,550 |
| QDRO CONSULTANTS COMPANY, LLC | NONE | $13,050 | — | $13,050 |
| THE NORTHERN TRUST COMPANY | NONE | $7,561 | — | $7,561 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — NONE
- WEAVER AND TIDWELL, LLP — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,685,690
- Estimated Expense Ratio: 0.037% 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 | $1,690,000 | — | $308,000 | $33,000 | — |
| 2023 | $1,753,000 | — | $195,000 | $32,000 | — |
| 2022 | $1,722,000 | $7,000 | $1,415,000 | — | $300,000 |