Plan Snapshot
- Plan Sponsor: Halliburton Company
- Sponsor EIN: 752677995
- Sponsor Address: HALLIBURTON PLAZA 1, SUITE 2112, HOUSTON, TX, 770323219
- Plan Type: DB
- Total Participants: 13
- Total Assets: $31.7M
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 | 13 | $31.7M | $254,000 | $0 |
| 2023 | 16 | $36.8M | $1.1M | $0 |
| 2022 | 17 | $36.4M | $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 |
|---|---|---|---|---|
| STRATEGIC BENEFITS ADVISORS, INC. | NONE | $561,619 | — | $561,619 |
| TOWERS WATSON DELAWARE INC. | NONE | $265,001 | — | $265,001 |
| WEAVER AND TIDWELL LLP | NONE | $30,240 | — | $30,240 |
| VINSON & ELKINS LLP | NONE | $27,760 | — | $27,760 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TOWERS WATSON DELAWARE INC. — NONE
- WEAVER AND TIDWELL LLP — NONE
- VINSON & ELKINS LLP — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $884,620
- Estimated Expense Ratio: 2.793% 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 | $1,043,000 | — | — | $30,000 | — |
| 2023 | $747,000 | — | — | $30,000 | — |
| 2022 | $543,000 | — | $287,000 | — | $105,000 |