# Halliburton Company 401(k) Plan
Source: https://planprovider.pro/companies/halliburton-company-806176426-131

> 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:** 131

- **Total Participants:** 0

- **Total Assets:** $348.2M

## 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|$348.2M|$0|$0|

| 2023|0|$328.7M|$0|$0|

| 2022|0|$282.3M|$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|$62,543|—|$62,543|

| MERCER INVESTMENTS LLC|Investment Advisor|$23,194|—|$23,194|

| HALLIBURTON COMPANY|Other Service Provider|$20,175|—|$20,175|

| NORTHEAST RETIREMENT SERVICES, INC.|Other Service Provider|$16,048|—|$16,048|

### 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:** $121,960

- **Estimated Expense Ratio:** 0.035% 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|$123,696|$24,720|$20,174|—|—|

| 2023|$110,807|$22,627|$13,154|—|—|

| 2022|$103,884|$22,531|$9,955|—|$71,384|

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