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Investment Management
Little House Capital’s in-house investment management team selects both active and passive funds specifically designed for retirement plan participants. Other plans sometimes use broker/advisor selected funds that often include higher fees as part of a wrap fee program, resulting in higher overall plan fees.
Plan Administration
At Little House Capital, we believe the right partner can make all the difference. Our partnership with Sentinel Benefits Group allows us to offer seamlessly integrated and automated, cost-effective retirement plans. Sentinel’s integrations allow minimal involvement from the plan sponsor, saving countless hours of administration.
¹ The “Little House Average” fees are based on the Little House Capital standard fee schedule for a plan, assuming average investment amounts and current fund lineup expense ratios. The “Industry Average” fees are based on industry data from Fiduciary Benchmarks, Inc. Actual fees, expenses, and participant allocation decisions will vary. This graphic is for illustrative purposes only and no decisions should be made based on it.
Third Party Administrative services may be offered through Sentinel Benefits. Little House Capital and Sentinel Benefits are not affiliated. Advisory services are only offered to clients or prospective clients where Little House Capital and its representatives are properly licensed or exempt from licensure.