Plan Snapshot
- Plan Sponsor: Causeway Capital Management LLC
- Sponsor EIN: 954861680
- Sponsor Address: 11111 SANTA MONICA BOULEVARD, LOS ANGELES, CA, 90025
- Plan Type: 401(k)
- Total Participants: 102
- Total Assets: $79.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 102 | $79.6M | $2.5M | $2.5M |
| 2023 | 99 | $66.5M | $2.4M | $2.4M |
| 2022 | 93 | $50.7M | $2.1M | $2.1M |
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 |
|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | INVESTMENT MGMT | $11,508 | — | $11,508 |
| KIMBERLIN COMPANY, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KIMBERLIN COMPANY, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $11,508
- Estimated Expense Ratio: 0.014% 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 | $3,671 | — | — | — | — |
| 2023 | $1,723 | — | — | — | — |
| 2022 | $23,251 | $23,251 | — | — | — |