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: 125
- Total Participants: 0
- Total Assets: $285.9M
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 | $285.9M | $0 | $0 |
| 2023 | 0 | $260.9M | $0 | $0 |
| 2022 | 0 | $217.8M | $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 | $50,603 | — | $50,603 |
| STATE STREET GLOBAL ADVISORS TRUST | Other Service Provider | $46,688 | — | $46,688 |
| MERCER INVESTMENTS LLC | Investment Advisor | $43,988 | — | $43,988 |
| VICTORY CAPITAL MANAGEMENT, INC. | Investment Advisor | $16,830 | — | $16,830 |
| HALLIBURTON COMPANY | Other Service Provider | $16,186 | — | $16,186 |
| NORTHEAST RETIREMENT SERVICES, INC. | Other Service Provider | $14,267 | — | $14,267 |
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: $188,562
- Estimated Expense Ratio: 0.066% 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 | $190,538 | $107,505 | $16,186 | — | — |
| 2023 | $150,811 | $77,822 | $10,115 | — | — |
| 2022 | $141,573 | $82,598 | $6,909 | — | $52,055 |