# Halliburton Company 401(k) Plan
Source: https://planprovider.pro/companies/halliburton-company-401k-plan-001

> Halliburton Company's 401(k) plan: 14,859 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/fidelity-investments) — NONE

- [WEAVER AND TIDWELL, LLP](https://planprovider.pro/provider/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|

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