Plan Ledger DOL Form 5500 · updated monthly

Causeway Capital Management LLC401(k)

CAUSEWAY CAPITAL MANAGEMENT LLC 401(K) AND PROFIT SHARING PLAN · LOS ANGELES, CA · plan year 2025

Reported admin expense ratio · 2025
0.01%

Peer grade: A · admin costs + employer contributions vs same-size plans · how grading works

Causeway Capital Management LLC reported $5,147 in plan administrative expenses for 2025: 0.01% of average plan assets, lower than ~75% of peers. Employer contributions averaged $25,900 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 3 years on file its reported administrative ratio fell from 0.04% to 0.01%. The plan sits in the $50M–$250M size bracket, benchmarked here against 605 comparable plans and shown alongside other finance & insurance employers. By assets it is the 999th-largest of 9,483 plans among California employers on file, and the 997th of 4,798 in finance & insurance. In 2025, employees put in $1.00 for every $1.00 the employer contributed; active participation has grown from 93 to 108 since 2022.

Plan summary
Net assets, end of year$100,330,510
Participants with balances132
Active participants108
Employer contributions$2,797,161
Employee contributions$2,809,073
Employer contribution per active participant$25,900
Average account balance$760,080
Benefits paid to participants$2,270,858
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$100.3M · 132 accts · $2.8M emplr
2024$79.6M · 126 accts · $2.5M emplr
2023$66.5M · 126 accts · $2.4M emplr
2022$50.7M · 116 accts · $2.1M emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$5,147
Total administrative$5,147
The Causeway Capital Management LLC 401(k) match · 2025
Employer contribution per active participant$25,900
Median for plans this size$4,093
2025$25,900 per active participant
2024$24,687 per active participant
2023$24,497 per active participant
2022$23,027 per active participant

Causeway Capital Management LLC's 2025 employer contribution ran above the $4,093 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20251
EMPOWER ADVISORY GROUP, LLC · Investment management$14,756

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history4
2025$5,147 · 0.01%
2024$3,671 · 0.01%
2023$1,723 · 0.00%
2022$23,251 · 0.04%
Same employer
Similar plansFinance & Insurance · California
Hellman & Friedman LLC CA$101.8M · 0.04%
Stepstone Group LP CA$101.0M · 0.02%
Mission Federal Credit Union CA$100.7M · 0.15%
Safe Credit Union CA$97.1M · 0.23%
First Foundation Inc. CA$94.3M · 0.05%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 954861680 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.