# Halliburton Company 401(k) Plan
Source: https://planprovider.pro/companies/halliburton-company-806176426-125

> 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:** 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](https://planprovider.pro/provider/mercer-advisors) — Investment Advisor

- [VICTORY CAPITAL MANAGEMENT, INC.](https://planprovider.pro/provider/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|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/halliburton-company-806176426-125)

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