Pacific Capital Wealth Advisors, Inc. (EIN 45-3253157) has filed 2 Form 5500 plans with the U.S. Department of Labor, covering $3.1M in plan assets and 21 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.
| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| Pacific Capital 401(k) Plan | 001 | 11 | $1.7M |
| Pacific Capital Wealth Advisors, Inc. Defined Benefit Plan | 002 | 10 | $1.4M |
45-3253157 is the Employer Identification Number (EIN) Pacific Capital Wealth Advisors, Inc. reports on its Form 5500 filings with the U.S. Department of Labor. The same EIN identifies the employer across all of its retirement and health plans.
Find other employers in the same state on California EIN lookup, or run a Form 5500 search to pull any company’s filing. New to these filings? Start with What is Form 5500?
