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: 117
- Total Participants: 0
- Total Assets: $43.6M
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 | $43.6M | $0 | $0 |
| 2023 | 0 | $44.4M | $0 | $0 |
| 2022 | 0 | $38.9M | $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 |
|---|---|---|---|---|
| STATE STREET GLOBAL ADVISORS TRUST | Other Service Provider | $20,992 | — | $20,992 |
| THE NORTHERN TRUST COMPANY | Other Service Provider | $8,261 | — | $8,261 |
| NORTHEAST RETIREMENT SERVICES, INC. | Other Service Provider | $5,483 | — | $5,483 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $34,736
- Estimated Expense Ratio: 0.080% 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 | $40,421 | $24,026 | $2,625 | — | — |
| 2023 | $38,287 | $22,717 | $1,814 | — | — |
| 2022 | $34,449 | $20,661 | $1,242 | — | $12,544 |