Causeway Capital Management 401(k) match, vesting and fees
What Causeway Capital Management's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Empower Annuity Insurance Co | 2024 Schedule C ↗ |
| Independent auditor | Kimberlin Company, PLLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
The recordkeeper is from the plan year 2024 filing, the latest that names one. The other rows are from the plan year 2025 filing.
How the plan compares
Plan year 2025 medians for 1,478 defined-contribution plans in finance and insurance with 100 to 499 participants.
| Causeway Capital Management: employer contribution per participant | $21,191 | |
| Peer median | $3,122 |
| Causeway Capital Management: average balance | $760,080 | |
| Peer median | $111,687 |
| Causeway Capital Management: admin expenses ÷ assets | <0.01% | |
| Peer median | 0.20% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $59.5M at the end of plan year 2021 to $100M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 132 | $100M | $2.8M | $21,191 | <0.01% | Not published | Form 5500 ↗ |
| 2024 | 128 | $79.6M | $2.5M | $19,984 | <0.01% | Not published | Form 5500 ↗ |
| 2023 | 126 | $66.5M | $2.4M | $19,248 | <0.01% | Not published | Form 5500 ↗ |
| 2022 | 119 | $50.7M | $2.1M | $18,462 | 0.04% | Not published | Form 5500 ↗ |
| 2021 | 123 | $59.5M | $2M | $16,793 | 0.04% | Not published | Form 5500 ↗ |
Common questions
Does Causeway Capital Management match 401(k) contributions?
The match terms for the Causeway Capital Management LLC 401(k) and Profit Sharing Plan have not been published from its filing yet. The plan year 2025 filing reports $2.8M in employer contributions, about $21,191 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Causeway Capital Management 401(k) match vested?
The vesting schedule for the Causeway Capital Management LLC 401(k) and Profit Sharing Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Causeway Capital Management 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Empower Annuity Insurance Co. The plan administrator is Causeway Capital Management LLC.
I left Causeway Capital Management. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Causeway Capital Management LLC, (310) 231-6125) or the recordkeeper, Empower Annuity Insurance Co. The Causeway Capital Management old 401(k) page lists the contacts from every plan filing. Find an old Causeway Capital Management 401(k)
Data from the public Form 5500 annual reports Causeway Capital Management filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Causeway Capital Management. Not financial advice. Report a correction · Methodology