AUMdb

Haliburton 401(k) Plan

Sponsored by Haliburton International Foods, Inc. · EIN 330575832 · Plan #001

Total assets
$4.6M
Net assets
$4.6M
Active participants
121
With balances
141

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Morin Private Client Group, Llc CRD 154565 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Morin Private Client Group, Llc Investment advisory (plan) $23,375
Pcs Retirement Llc Contract administrator, Recordkeeping, Consulting (general) $15,496