AUMdb

Causeway Capital Management Llc 401(k) And Profit Sharing Plan

Sponsored by Causeway Capital Management Llc · EIN 954861680 · Plan #001

Total assets
$79.6M
Net assets
$79.6M
Active participants
102
With balances
126

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Empower Advisory Group, Llc CRD 112058 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Empower Advisory Group, Llc Investment management $11,508
Empower Annuity Insurance Co Recordkeeping fees -$11,320