Our Services

Through carefully selected investment options, on-going participant education and guidance, and thoughtful advice to plan sponsors, we look to improve outcomes for both plan participants and plan sponsors while ensuring reasonable cost.

Scope of Services

Review & Cost Benchmarking

Annual fee and services benchmarking of all retirement plan vendors

Investment Monitoring & Management

Customized fund lineup with hand selected and monitored investment lineup leveraging Little House’s inhouse research
Exposures to all major asset classes – equities, bonds, alternatives
Low-cost target date funds built for the “set-it-and-forget-it” participants
Ongoing performance monitoring, attribution, and risk profiling
Proprietary investment fund scoring and benchmarking

Participant Education, Advice & Engagement

On-site employee education and engagement meetings
One-to-One on-site participant advice meetings
Designated Advisor Representative
Multilingual call center, chat, web portal, and mobile app
Extensive library of online financial wellness resources

Fiduciary Training & Oversight

Annual fiduciary training of Plan Sponsor responsibilities
Plan Sponsor legislation and ERISA updates

Trustee Reviews

Quarterly on-site Trustee Review with Plan Sponsor and/or Investment Committee
Comprehensive overview of plan and strategy recommendations

Cost Analysis

Create a comprehensive accounting of current plan fees
Benchmarks your plan fees against similar plans
Compares service provider options
Competitive pricing with complete transparency of costs

Reporting

FundScape Reports
Participation Tracking
LHC Quarterly Fund Lineup Scoring

FundScape Reports

Produced by Sentinel that contains the following:

Market & Category
Financial Data Summary
Participation Summary
Investment Allocation Summary
Top 5 Investments by Balance
Top 5 Investments by Contributions
Plan Asset Summary: Snapshot of how a plan’s assets and number of participants are spread amongst the investment options
Lifestyle Portfolio Utilization: Shows how participant population is utilizing the plan’s custom designed risk-based portfolios
Style Analysis: A visual depiction of how diversified your investment line-up is across domestic and foreign equities, market capitalization and valuation (value, blend, and growth) and fixed income
Sentinel FundScore Report and Tracking data

LHC Fund Scoring Report

Produced by Little House Capital and contains the following:

Proprietary Fund Scores
Proprietary Fund Deciles
Fund Performance Data
Asset Class Performance

Learn more about what Little House can do for you

Let’s Connect

Little House Capital, LLC was awarded America’s Top Financial Advisory Firms: 2025 on November 19, 2024, for the year 2025. America’s Top Financial Advisory Firms: 2025 was created by Plant-A Insights and Newsweek and is awarded based on a variety of factors that are linked here. Little House Capital, LLC has only provided compensation directly to Plant-A Insights and Newsweek for the licenses of the award and did not provide compensation to be given this award.