Plan Snapshot
- Plan Sponsor: The Caprock Group, INC.
- Sponsor EIN: 470899236
- Sponsor Address: 800 W. MAIN STREET, BOISE, ID, 83702
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 64
- Total Assets: $40,147
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 64 | $40,147 | $0 | $0 |
| 2024 | 59 | $5,947 | $876,218 | $0 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| THE BENECON GROUP | Investment Advisor | $68,405 | — | $68,405 |
| HUB (ID) | Investment Advisor | $25,865 | — | $25,865 |
| MERITAIN HEALTH | Other Service Provider | $11,729 | — | $11,729 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $105,999
- Estimated Expense Ratio: 264.027% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2025 | $1,158,995 | — | — | — | — |
| 2024 | $968,463 | — | — | — | — |