401k Record

Employers › Causeway Capital Management

Causeway Capital Management 401(k)

Recordkeeping fees per participant · Causeway Capital Management LLC 401(k) and Profit Sharing Plan · plan year 2024

$29.13

Higher than 24% of the 5,847 plans $50 to 250M that report it.

Source

= $3,671 / 126
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20250609075207NAL0013852033001, received 2025-06-09
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250609075207NAL0013852033001, received 2025-06-09

10th: $10.22median $69.9190th: $151.08

Percentiles compare this plan with the Schedule H plans $50 to 250M in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-06-09.

Cost and contributions

Administrative expenses excluding investment management, per participant

$29.13

10th: $16.21median $93.2090th: $246.84

Higher than 16% of the 8,758 plans $50 to 250M that report it.

Source

= $3,671 / 126
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250609075207NAL0013852033001, received 2025-06-09
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250609075207NAL0013852033001, received 2025-06-09

Administrative expenses per participant

$29.13

10th: $29.39median $132.8490th: $350.58

Higher than 10% of the 9,042 plans $50 to 250M that report it.

Source

= $3,671 / 126
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250609075207NAL0013852033001, received 2025-06-09
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250609075207NAL0013852033001, received 2025-06-09

Administrative expenses as a share of assets

0.005%

10th: 0.022%median 0.136%90th: 0.326%

Higher than 3% of the 9,049 plans $50 to 250M that report it.

Source

= $3,671 / $79,550,375
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250609075207NAL0013852033001, received 2025-06-09
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250609075207NAL0013852033001, received 2025-06-09

Employer contributions per participant

$19,984

10th: $965median $2,73890th: $8,164

Higher than 99% of the 9,105 plans $50 to 250M that report it.

Source

= $2,518,038 / 126
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250609075207NAL0013852033001, received 2025-06-09
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250609075207NAL0013852033001, received 2025-06-09

Employer share of total contributions

49.7%

10th: 15.6%median 29.5%90th: 50.6%

Higher than 89% of the 9,112 plans $50 to 250M that report it.

Source

= $2,518,038 / $5,064,576
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250609075207NAL0013852033001, received 2025-06-09
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250609075207NAL0013852033001, received 2025-06-09

Plan terms, as stated in Causeway Capital Management LLC's SEC filings

Plan terms are not published in public filings.

Plan features

2E profit-sharing · 2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 3B · 3D IRS pre-approved plan · 2K 401(m) arrangement · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20250609075207NAL0013852033001, received 2025-06-09

Full record, Causeway Capital Management LLC 401(k) and Profit Sharing Plan

FieldValueSource
Plan sponsorCAUSEWAY CAPITAL MANAGEMENT LLCForm 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20250609075207NAL0013852033001, received 2025-06-09
Plan nameCAUSEWAY CAPITAL MANAGEMENT LLC 401(K) AND PROFIT SHARING PLANForm 5500, line 1a; PLAN_NAME pos 16; filing 20250609075207NAL0013852033001, received 2025-06-09
Sponsor EIN / plan number95-4861680 / 001Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20250609075207NAL0013852033001, received 2025-06-09
Plan typesingle-employerForm 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20250609075207NAL0013852033001, received 2025-06-09
Sponsor locationLOS ANGELES, CAForm 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20250609075207NAL0013852033001, received 2025-06-09
Industry (business code)523900, Finance and insuranceForm 5500, line 2d; BUSINESS_CODE pos 46; filing 20250609075207NAL0013852033001, received 2025-06-09
Plan year2024-01-01 to 2024-12-31Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20250609075207NAL0013852033001, received 2025-06-09
Filing received2025-06-09Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20250609075207NAL0013852033001, received 2025-06-09
Final filingnoForm 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20250609075207NAL0013852033001, received 2025-06-09
Amended filingnoForm 5500, Part I line B; AMENDED_IND pos 7; filing 20250609075207NAL0013852033001, received 2025-06-09
Participants, beginning of year127Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20250609075207NAL0013852033001, received 2025-06-09
Active participants102Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20250609075207NAL0013852033001, received 2025-06-09
Participants, end of year128Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20250609075207NAL0013852033001, received 2025-06-09
Participants with an account balance126Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250609075207NAL0013852033001, received 2025-06-09
Total assets, beginning of year$66,467,803Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20250609075207NAL0013852033001, received 2025-06-09
Total assets, end of year$79,550,375Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250609075207NAL0013852033001, received 2025-06-09
Net assets, end of year$79,550,375Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20250609075207NAL0013852033001, received 2025-06-09
Total income$14,618,485Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20250609075207NAL0013852033001, received 2025-06-09
Net income$13,082,572Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20250609075207NAL0013852033001, received 2025-06-09
Employer contributions$2,518,038Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250609075207NAL0013852033001, received 2025-06-09
Participant contributions$2,518,326Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20250609075207NAL0013852033001, received 2025-06-09
Other contributions (incl. rollovers)$28,212Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20250609075207NAL0013852033001, received 2025-06-09
Total contributions$5,064,576Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250609075207NAL0013852033001, received 2025-06-09
Benefit payments$1,528,196Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20250609075207NAL0013852033001, received 2025-06-09
Total expenses (incl. benefit payments)$1,535,913Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20250609075207NAL0013852033001, received 2025-06-09
Total administrative expenses$3,671Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250609075207NAL0013852033001, received 2025-06-09
Recordkeeping fees$3,671Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20250609075207NAL0013852033001, received 2025-06-09
Administrative expenses excluding investment management$3,671derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250609075207NAL0013852033001, received 2025-06-09
Held in common/collective trusts$12,232,569Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20250609075207NAL0013852033001, received 2025-06-09
Held in mutual funds$64,307,131Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20250609075207NAL0013852033001, received 2025-06-09
Independent auditorKIMBERLIN COMPANY, PLLCSchedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20250609075207NAL0013852033001, received 2025-06-09

Position = column in the DOL layout for form year 2024. Filing 20250609075207NAL0013852033001, received 2025-06-09.

Service providers paid directly by the plan

ProviderRelationshipService codesDirect compensationIndirect
EMPOWER ADVISORY GROUP, LLCINVESTMENT MGMT 28 Investment management $11,508no
EMPOWER ANNUITY INSURANCE COrecordkeeperRECORDKEEPER 64 Recordkeeping fees $-11,320yes

Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20250609075207NAL0013852033001, received 2025-06-09.

What changed since the 2023 plan year

Figure20232024Change
Total assets$66,467,803$79,550,37519.7%
Participants with a balance1261260.0%
Administrative expenses$1,723$3,671113.1%
Recordkeeping fees per participant$13.67$29.13113.1%
Employer contributions$2,425,196$2,518,0383.8%

Prior filing 20240604091049NAL0009281219001, received 2024-06-04; the plan years are contiguous.

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Sponsor name as filed: CAUSEWAY CAPITAL MANAGEMENT LLC; SEC registrant: CAUSEWAY CAPITAL MANAGEMENT LLC (CIK 1165797, matched by EIN).