Sponsor portfolio
CAUSEWAY STRATEGIC FINANCIAL ADVISORS
EIN 94-3271558Finance and InsuranceLatest filing 2025
Plans
1
Retirement
1
$732K assets
Welfare
0
Participants
5
3007 DOUGLAS BOULEVARD SUITE 150 - ROSEVILLE, CA 95661530-753-6527
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CAUSEWAY STRATEGIC FINANCIAL ADVISORS 401K PROFIT SHARING PLAN | 401k | $732K | 5 | 2025 |
Retirement plans