What public Form 5500 filings show about the Peterman Heating, Cooling & Plumbing, Inc. 401(k) plan — and how to find and check your own account.
Peterman Heating, Cooling & Plumbing, Inc. (EIN 35-1744027) reports PETERMAN HEATING, COOLING & PLUMBING, INC 401(K) PLAN on its most recent Form 5500, with $7.3M in plan assets across 431 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Peterman Heating, Cooling & Plumbing, Inc. filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is John Hancock, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Peterman Heating, Cooling & Plumbing, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): JCM STRATEGIC WEALTH PARTNERS, WILSHIRE ASSOCIATES.
