Department of Labor filing

CAUSEWAY CAPITAL MANAGEMENT LLC

CAUSEWAY CAPITAL MANAGEMENT LLC 401(K) AND PROFIT SHARING PLAN · For the plan year ended Dec 31, 2024

Public filing 2024 · received Jun 9, 2025Verified current terms Not available

Plan at a glance

How good does the filing look?

89filing comparison
out of 100

The filing signals stronger employer support and/or lower plan-paid administrative costs than many comparable plans. This is a filing comparison, not a complete benefits score.

$Employer support

$24,687

Reported employer contributions per active participant.

Higher than about 95% of comparable plans

#People in the filing

102

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.

¢Visible plan-paid fees

$29 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 75% of comparable plans

↗Investment performance

Not available

Plan assets changed 19.7%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.

What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓

Filing comparison · 202489out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions95th percentileTypical peer $5,330 · based on 410 comparable plans

Lower reported administrative expense75th percentileTypical peer $118 · based on 398 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Dec 31, 2024, CAUSEWAY CAPITAL MANAGEMENT LLC reported $2,518,038 in employer contributions across the plan and 102 active participants. That works out to $24,687 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy80%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendUp 7.2%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendDown 84.7%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context89/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions: $2,518,038
Participant contributions: $2,518,326
Other contributions: $28,212
Employer share of reported contributions: 50.0%
Beginning assets: $66,467,803
Ending assets: $79,550,375
Ending net assets: $79,550,375
Ending liabilities: Not reported
Total income: $14,618,485
Total expenses: $1,535,913
Administrative expenses: $3,671
Participant loans: $81,304

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant

2022

$23,027

2023

$24,497

2024

$24,687

Plan-paid administrative expenses per participant

2022

$189

2023

$14

2024

$29

Active participants

2022

2023

2024

102

Detailed filing history
Plan year	Per active participant	Active participants	Plan assets	Filing ID
2024	$24,687	102	79.6M	20250609075207NAL0013852033001
2023	$24,497	99	66.5M	20240604091049NAL0009281219001
2022	$23,027	93	50.7M	20230821160523NAL0004778529001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets: 0.1%
Independent accountant’s opinion: Unqualified opinion Code 1
Late participant contributions reported: Not stated in the filing
Public plan identifier: 954861680-001

Reported plan details

Identity and filing status

Plan type: Retirement plan
Employer arrangement: Single-employer plan
Plan effective date: Jan 1, 2002
Industry: Finance and insurance
Amended filing: No
Final filing for this plan: No
Short plan year: No
401(k) feature reported: Yes
Show DOL characteristic codes
2E2F2G2J2K3B3D

Reported service providers

Organizations named in the latest filing

The public dataset does not always identify a provider’s exact role. Compensation stays blank when it was not separately reported.

Provider	Plan year	Direct compensation	Indirect compensation
EMPOWER ANNUITY INSURANCE COMPANY	2024	Not reported	unknown

Current plan terms

Help fill the gap the filing leaves.

If you have a current SPD, fee disclosure, or enrollment guide, you can share it with us. We check the source and date before adding anything to the profile.

Share a document →

Filing ACK_ID20250609075207NAL0013852033001

Data sourceDOL Form 5500 bulk data ↗

Filing searchEFAST2 ↗