# The Caprock Group, INC. Health & Welfare Plan
Source: https://planprovider.pro/companies/the-caprock-group-inc-470899236-501

> The Caprock Group, INC.'s Health & Welfare plan: 64 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## 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|—|—|—|—|

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