# Halliburton Company 401(k) Plan
Source: https://planprovider.pro/companies/halliburton-company-806176426-122

> Halliburton Company's 401(k) plan: 0 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:** 806176426

- **Sponsor Address:** 3000 N SAM HOUSTON PKWY EAST, HOUSTON, TX, 77032

- **Plan Type:** 401(k)

- **Plan Number:** 122

- **Total Participants:** 0

- **Total Assets:** $132.5M

## 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|$132.5M|$0|$0|

| 2023|0|$150.0M|$0|$0|

| 2022|0|$159.1M|$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|$26,282|—|$26,282|

| STATE STREET GLOBAL ADVISORS TRUST|Other Service Provider|$25,158|—|$25,158|

| MERCER INVESTMENTS LLC|Investment Advisor|$22,816|—|$22,816|

| NORTHEAST RETIREMENT SERVICES, INC.|Other Service Provider|$10,455|—|$10,455|

| HALLIBURTON COMPANY|Other Service Provider|$8,498|—|$8,498|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [MERCER INVESTMENTS LLC](https://planprovider.pro/provider/mercer-advisors) — Investment Advisor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $93,209

- **Estimated Expense Ratio:** 0.070% 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|$98,494|$52,519|$8,498|—|—|

| 2023|$100,521|$50,529|$6,785|—|—|

| 2022|$112,410|$61,454|$5,739|—|$45,209|

## Similar Plans

- [Halliburton Company](https://planprovider.pro/companies/halliburton-company-401k-plan-001) — 14,859 participants

- [Conocophillips Company](https://planprovider.pro/companies/conocophillips-company-401k-plan) — 14,304 participants

- [Occidental Petroleum Corporation](https://planprovider.pro/companies/occidental-petroleum-corporation-401k-plan) — 9,533 participants

- [Occidental Petroleum Corporation](https://planprovider.pro/companies/occidental-petroleum-corporation-plan-060) — 9,179 participants

- [Patterson-Uti Energy, INC](https://planprovider.pro/companies/patterson-uti-energy-inc-401k-plan) — 8,297 participants

- [Championx LLC](https://planprovider.pro/companies/championx-llc-401k-plan) — 4,147 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/halliburton-company-806176426-122)

© 2026 PlanProvider.Pro