# Causeway Capital Management LLC 401(k) Plan
Source: https://planprovider.pro/companies/causeway-capital-management-llc-814807939-001

> 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:** 814807939

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

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

- **Plan Number:** 001

- **Total Participants:** 0

- **Total Assets:** $198.0M

## 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|$198.0M|$0|$0|

| 2023|0|$208.6M|$0|$0|

| 2022|0|$164.7M|$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|$1,032,961|—|$1,032,961|

| SEI TRUST COMPANY|Other Service Provider|$170,560|—|$170,560|

| NORTHERN TRUST|Custodian / Trustee|$113,364|—|$113,364|

| PRICEWATERHOUSECOOPERS LLP|Auditor|$61,311|—|$61,311|

| MERRILL LYNCH|Investment Advisor|—|$22,364|$22,364|

| UBS AG|Other Service Provider|—|$14,452|$14,452|

| CITIGROUP GLOBAL MARKETS INC.|Other Service Provider|—|$14,287|$14,287|

| MORGAN STANLEY AND CO|Investment Advisor|—|$10,814|$10,814|

| INSTINET|Other Service Provider|—|$9,531|$9,531|

| JEFFERIES & CO.INC.|Other Service Provider|—|$9,340|$9,340|

| BARCLAYS CAPITAL|Other Service Provider|—|$8,121|$8,121|

| JP MORGAN SECURITIES|Other Service Provider|—|$7,805|$7,805|

| SANFORD BERNSTEIN CO LLC|Other Service Provider|—|$6,973|$6,973|

### 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

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $1,481,883

- **Estimated Expense Ratio:** 0.748% 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|$1,408,843|$1,032,961|$170,560|$37,000|—|

| 2023|$1,286,517|$930,821|$153,996|$43,416|—|

| 2022|$1,227,646|$886,241|$157,198|—|$50,250|

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