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: 110
- Total Participants: 0
- Total Assets: $90.8M
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 | $90.8M | $0 | $0 |
| 2023 | 0 | $92.2M | $0 | $0 |
| 2022 | 0 | $80.7M | $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 | $17,229 | — | $17,229 |
| NORTHEAST RETIREMENT SERVICES, INC. | Other Service Provider | $9,154 | — | $9,154 |
| MERCER INVESTMENTS LLC | Investment Advisor | $6,342 | — | $6,342 |
| HALLIBURTON COMPANY | Other Service Provider | $5,515 | — | $5,515 |
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: $38,240
- Estimated Expense Ratio: 0.042% 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 | $41,164 | $8,184 | $5,515 | — | — |
| 2023 | $41,072 | $8,026 | $3,756 | — | — |
| 2022 | $35,202 | $7,484 | $2,678 | — | $25,036 |