Peterman Heating, Cooling & Plumbing, Inc.'s EIN is 35-1744027.
Download the official 2024 Form 5500 (PDF) for Peterman Heating, Cooling & Plumbing, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Peterman Heating, Cooling & Plumbing, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK | 01-0233346 | — | RECORDKEEPER | $7K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JCM STRATEGIC WEALTH PARTNERS | 47-1471671 | — | RIA | $30K | — |
| WILSHIRE ASSOCIATES INC. | 95-2755361 |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| JOHN HANCOCK LIFE INSURANCE COMPANY JOHN HANCOCK USA · EIN 01-2333346 / PN 001 | Pooled Separate Account | — | — | $7.3M | 100.0% | |
| [Assets held in pooled separate account] | Other | — | — | $7.2M | 98.3% |
| — |
| RIA |
| $1K |
| — |
