Plan Snapshot
- Plan Sponsor: The Caprock Group, LLC
- Sponsor EIN: 470899236
- Sponsor Address: 800 W. MAIN STREET, BOISE, ID, 83702
- Plan Type: 401(k)
- Total Participants: 63
- Total Assets: $10.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 63 | $10.4M | $365,223 | $780,686 |
| 2023 | 51 | $7.9M | $257,057 | $638,275 |
| 2022 | 43 | $5.8M | $208,562 | $509,808 |