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

Top plans served

All 3 plans

Sponsor / Plan	Location	Service	Participants	Assets	Direct comp
PETERMAN HEATING, COOLING & PLUMBING, INC. PETERMAN HEATING, COOLING & PLUMBING, INC 401(K) PLAN	GREENWOOD, IN	Advisor / Consultant RIA	431	$7.3M	$30K
PETERMAN HEATING, COOLING & PLUMBING, INC. PETERMAN HEATING, COOLING & PLUMBING, INC 401(K) PLAN	GREENWOOD, IN	Advisor / Consultant RIA	572	$5.7M	$21K
PETERMAN HEATING, COOLING & PLUMBING, INC.