Plan Snapshot
- Plan Sponsor: Halliburton Company
- Sponsor EIN: 806176426
- Sponsor Address: 3000 N SAM HOUSTON PKWY EAST, HOUSTON, TX, 77032
- Plan Type: 401(k)
- Plan Number: 101
- Total Participants: 0
- Total Assets: $454.7M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 0 | $454.7M | $0 | $0 |
| 2023 | 0 | $526.4M | $0 | $0 |
| 2022 | 0 | $623.4M | $0 | $0 |
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 |
|---|---|---|---|---|
| THE NORTHERN TRUST COMPANY | Other Service Provider | $91,931 | — | $91,931 |
| MERCER INVESTMENTS LLC | Investment Advisor | $33,921 | — | $33,921 |
| HALLIBURTON COMPANY | Other Service Provider | $30,329 | — | $30,329 |
| NORTHEAST RETIREMENT SERVICES, INC. | Other Service Provider | $5,483 | — | $5,483 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MERCER INVESTMENTS LLC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $161,664
- Estimated Expense Ratio: 0.036% 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 | $162,100 | $33,920 | $30,328 | — | — |
| 2023 | $191,147 | $41,715 | $25,671 | — | — |
| 2022 | $178,554 | $43,231 | $20,182 | — | $115,111 |