Pacific Capital Wealth Advisors, Inc. 401(k) Plan

The Pacific Capital Wealth Advisors, Inc. 401(k) on its latest Form 5500

Pacific Capital Wealth Advisors, Inc. (EIN 45-3253157) reports PACIFIC CAPITAL 401(K) PLAN on its most recent Form 5500, with $1.7M in plan assets across 11 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 Pacific Capital Wealth Advisors, Inc. filing — schedules, fees, and providers.

Who runs the Pacific Capital Wealth Advisors, Inc. 401(k)?

Pacific Capital Wealth Advisors, Inc.’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Pacific Capital Wealth Advisors, Inc.HR for the recordkeeper’s name and login.

How to check your Pacific Capital Wealth Advisors, Inc. 401(k)

• Log in to the plan’s recordkeeper portal (the site on your statements).
• Ask Pacific Capital Wealth Advisors, Inc. HR or benefits for the recordkeeper name and enrollment link.
• Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).