JCM Strategic Wealth Partners

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.

Plans served

Active participants

1,519

Total plan assets

$16.6M

Filings (rows)

Direct comp

$65K

Indirect comp

SERVICES PROVIDED

Advisor / Consultant3

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Peterman Heating, Cooling & Plumbing, Inc. Peterman Heating, Cooling & Plumbing, Inc. 401(k) Plan · all filings	GREENWOOD, IN	Advisor / Consultant	431	$7.3M	$30K	$0
Peterman Heating, Cooling & Plumbing, Inc. Peterman Heating, Cooling & Plumbing, Inc. 401(k) Plan · all filings	GREENWOOD, IN	Advisor / Consultant	572	$5.7M	$21K	$0
Peterman Heating, Cooling & Plumbing, Inc. Peterman Heating, Cooling & Plumbing, Inc. 401(k) Plan · all filings	GREENWOOD, IN	Advisor / Consultant	516	$3.6M	$14K	$0