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: 123
- Total Participants: 0
- Total Assets: $214.3M
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 | $214.3M | $0 | $0 |
| 2023 | 0 | $235.1M | $0 | $0 |
| 2022 | 0 | $234.6M | $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 | $41,978 | — | $41,978 |
| STATE STREET GLOBAL ADVISORS TRUST | Other Service Provider | $40,541 | — | $40,541 |
| MERCER INVESTMENTS LLC | Investment Advisor | $36,459 | — | $36,459 |
| HALLIBURTON COMPANY | Other Service Provider | $13,554 | — | $13,554 |
| NORTHEAST RETIREMENT SERVICES, INC. | Other Service Provider | $12,801 | — | $12,801 |
| VICTORY CAPITAL MANAGEMENT, INC. | Investment Advisor | $9,558 | — | $9,558 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MERCER INVESTMENTS LLC — Investment Advisor
- VICTORY CAPITAL MANAGEMENT, INC. — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $154,891
- Estimated Expense Ratio: 0.072% 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 | $156,218 | $86,557 | $13,553 | — | — |
| 2023 | $151,031 | $77,692 | $10,335 | — | — |
| 2022 | $154,114 | $86,134 | $7,959 | — | $60,010 |