# Causeway Capital Management LLC 401(k) Plan
Source: https://planprovider.pro/companies/causeway-capital-management-llc-814761644-001

> 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:** 814761644

- **Sponsor Address:** 11111 SANTA MONICA BLVD, LOS ANGELES, CA, 90025

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

- **Plan Number:** 001

- **Total Participants:** 0

- **Total Assets:** $424.2M

## 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|$424.2M|$0|$0|

| 2023|0|$447.4M|$0|$0|

| 2022|0|$354.0M|$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|

| CAUSEWAY CAPITAL MANAGEMENT LLC|Other Service Provider|$2,118,323|—|$2,118,323|

| SEI TRUST COMPANY|Other Service Provider|$333,750|—|$333,750|

| NORTHERN TRUST|Custodian / Trustee|$155,925|—|$155,925|

| PRICEWATERHOUSECOOPERS LLP|Auditor|$64,013|—|$64,013|

| MERRILL LYNCH|Investment Advisor|—|$51,386|$51,386|

| CITIGROUP GLOBAL MARKETS INC.|Other Service Provider|—|$32,573|$32,573|

| INSTINET|Other Service Provider|—|$28,563|$28,563|

| UBS AG|Other Service Provider|—|$27,128|$27,128|

| MORGAN STANLEY AND CO|Investment Advisor|—|$18,343|$18,343|

| JEFFERIES & CO.INC.|Other Service Provider|—|$16,563|$16,563|

| JP MORGAN SECURITIES|Other Service Provider|—|$14,583|$14,583|

| BARCLAYS CAPITAL|Other Service Provider|—|$14,306|$14,306|

| SANFORD BERNSTEIN CO LLC|Other Service Provider|—|$12,853|$12,853|

| DAIWA CAPITAL MARKETS AMERICA|Other Service Provider|—|$8,204|$8,204|

| GOLDMAN SACHS & CO. LLC|Investment Advisor|—|$8,198|$8,198|

| HSBC SECURITIES (USA) INC.|Other Service Provider|—|$8,130|$8,130|

| BNP PARIBAS|Other Service Provider|—|$7,640|$7,640|

| MACQUARIE CAPITAL(USA) INC.|Other Service Provider|—|$5,170|$5,170|

| KEPLER CHEUVREUX|Other Service Provider|—|$5,163|$5,163|

### Verified Provider Profiles

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

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

- [MERRILL LYNCH](https://planprovider.pro/provider/merrill-lynch) — Investment Advisor

- [MORGAN STANLEY AND CO](https://planprovider.pro/provider/morgan-stanley) — Investment Advisor

- [GOLDMAN SACHS & CO. LLC](https://planprovider.pro/provider/goldman-sachs) — Investment Advisor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $2,930,814

- **Estimated Expense Ratio:** 0.691% 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|$2,710,644|$2,118,323|$333,750|$64,013|—|

| 2023|$2,687,851|$2,094,023|$337,012|$43,416|—|

| 2022|$2,087,055|$1,267,037|$222,672|—|$53,492|

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