# Causeway Capital Management LLC 401(k) Plan
Source: https://planprovider.pro/companies/causeway-capital-management-llc-260317998-001

> Causeway Capital Management LLC'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:** Causeway Capital Management LLC

- **Sponsor EIN:** 260317998

- **Sponsor Address:** 2323 GRAND BLVD. 5TH FLOOR, KANSAS CITY, MO, 64108

- **Plan Type:** 401(k)

- **Plan Number:** 001

- **Total Participants:** 0

- **Total Assets:** $223.6M

## 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|$223.6M|$0|$0|

| 2023|0|$204.6M|$0|$0|

| 2022|0|$201.3M|$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|

| PRICEWATERHOUSE COOPERS LLP|Auditor|$32,400|—|$32,400|

| CITIGROUP GLOBAL MARKETS INC.|Other Service Provider|—|$18,634|$18,634|

| INSTINET|Other Service Provider|—|$16,549|$16,549|

| BANK OF AMERICA|Other Service Provider|—|$13,147|$13,147|

| UBS AG|Other Service Provider|—|$10,679|$10,679|

| J.P. MORGAN SECURITIES PLC|Other Service Provider|—|$10,022|$10,022|

| MORGAN STANLEY & CO., INC.|Other Service Provider|—|$7,374|$7,374|

| JEFFERIES LLC|Other Service Provider|—|$7,284|$7,284|

| MACQUARIE SECURITIES LIMITED|Other Service Provider|—|$6,972|$6,972|

| BARCLAYS CAPITAL|Other Service Provider|—|$6,116|$6,116|

| HSBC SECURITIES (USA) INC.|Other Service Provider|—|$5,894|$5,894|

| CREDIT LYONNAIS SECURITIES|Other Service Provider|—|$5,447|$5,447|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [PRICEWATERHOUSE COOPERS LLP](https://planprovider.pro/provider/pricewaterhousecoopers-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $140,518

- **Estimated Expense Ratio:** 0.063% 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|$58,270|—|—|$32,400|—|

| 2023|$46,677|—|—|$36,250|—|

| 2022|$57,010|—|—|—|—|

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