Causeway Advisory Group, LLC

San Antonio, TX

Texas

Registered In

01/13/2011

Incorp. Date

Company Summary

Causeway Advisory Group, LLC in San Antonio, TX lists The Bravo Two Trust Co J.P. Morgan C and The Alpha Two Trust Co J.P. Morgan C of Newark, DE

Registered In

Texas

Incorporation Date

01/13/2011

Company Type

Domestic Limited Liability Company (Llc)

Status

In Existence

Registration Type

Domestic

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Oliver Tsung Wen Lee Registered Agent	14414 BLANCO RD STE 200, SAN ANTONIO, TX 78216
The Bravo Two Trust Co J.P. Morgan C Member	500 STANTON CHRISTIANA RD, NEWARK, DE 19713
The Alpha Two Trust Co J.P. Morgan C Member	500 STANTON CHRISTIANA RD, NEWARK, DE 19713
Rick Moore CEO	14414 BLANCO RD STE 200, SAN ANTONIO, TX 78216
Rick Moore GENERAL COUNSEL	14414 BLANCO RD STE 200, SAN ANTONIO, TX 78216

14414 BLANCO RD STE 200, SAN ANTONIO, TX 78216 View Map

Form 5500

14414 Blanco Road. Suite 200, San Antonio, Tx 78216 (210) 545-5126 EIN:27-4677404 Plan Admin:Claudia Echeverria

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameCAUSEWAY ADVISORY GROUP, 401(K) AND PROFIT SHARING PLAN Plan #001 Participants BOY/EOY7 / 7 Assets BOY/EOY$890,177 / $1,180,660	2023	CAUSEWAY ADVISORY GROUP, 401(K) AND PROFIT SHARING PLAN - Plan #001	7 / 7	$890,177 / $1,180,660
2022	Plan NameCAUSEWAY ADVISORY GROUP, 401(K) AND PROFIT SHARING PLAN Plan #001 Participants BOY/EOY6 / 7 Assets BOY/EOY$1,083,098 / $890,177	2022	CAUSEWAY ADVISORY GROUP, 401(K) AND PROFIT SHARING PLAN - Plan #001	6 / 7	$1,083,098 / $890,177
2021	Plan NameCAUSEWAY ADVISORY GROUP, 401(K) AND PROFIT SHARING PLAN Plan #001 Participants BOY/EOY6 / 6 Assets BOY/EOY$864,158 / $1,083,098	2021	CAUSEWAY ADVISORY GROUP, 401(K) AND PROFIT SHARING PLAN - Plan #001	6 / 6	$864,158 / $1,083,098
2020	Plan NameCAUSEWAY ADVISORY GROUP, 401(K) AND PROFIT SHARING PLAN Plan #001 Participants BOY/EOY5 / 6 Assets BOY/EOY$579,222 / $864,158	2020	CAUSEWAY ADVISORY GROUP, 401(K) AND PROFIT SHARING PLAN - Plan #001	5 / 6	$579,222 / $864,158
2019	Plan NameCAUSEWAY ADVISORY GROUP, 401(K) AND PROFIT SHARING PLAN Plan #001 Participants BOY/EOY6 / 5 Assets BOY/EOY$749,589 / $579,222	2019	CAUSEWAY ADVISORY GROUP, 401(K) AND PROFIT SHARING PLAN - Plan #001	6 / 5	$749,589 / $579,222

Benefit & Retirement Plans based on Form 5500.

Address Match:14414 Blanco Rd Ste 200 San Antonio, TX

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• Texas Comptroller of Public Accounts • U.S. Department of Labor