· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
PACIFIC CAPITAL WEALTH ADVISORS, INC. — PACIFIC CAPITAL 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250919121954NAL0002995568001
PACIFIC CAPITAL WEALTH ADVISORS, INC.
Form 5500-SF
FILING_RECEIVED
PACIFIC CAPITAL 401(K) PLAN
401(k) retirement plan
Active participants
11
Accounts w/ balance
18
Plan assets (EOY)
$1.7M
Net assets (EOY)
$1.7M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
PACIFIC CAPITAL WEALTH ADVISORS, INC.
.
Find decision makers
Plan sponsor
Name
PACIFIC CAPITAL WEALTH ADVISORS, INC.
EIN
45-3253157
Address
1861 CALIFORNIA AVE, SUITE 101 · CORONA, CA · 92881
Phone
(844) 777-8777
Industry
Finance & Insurance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-19
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
2D · Offset of another plan
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Finance & Insurance plans
MARTEL WEALTH ADVISORS, INC.
MARTEL WEALTH ADVISORS, INC. CASH BALANCE PLAN
$1.7M · 8 participants
DOUGLAS R. PEETE AND ASSOCIATES
DOUGLAS R. PEETE AND ASSOCIATES 401(K) PLAN
$1.7M · 5 participants
CARBRAY STAUNTON FINANCIAL PARTNERS, LLC
CARBRAY STAUNTON FINANCIAL PARTNERS 401(K) PLAN
$1.7M · 3 participants
COUNCILMARK ASSET MANAGEMENT, LLC
COUNCILMARK ASSET MANAGEMENT, LLC 401(K) PLAN
$1.7M · 2 participants
TEN TEN ASSOCIATES LLC
TEN TEN ASSOCIATES, LLC 401 (K) PLAN
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$1.7M · 6 participants
SILVER OAK WEALTH ADVISORS SERVICES, LLC
SILVER OAK WEALTH ADVISORS, LLC 401(K) PROFIT SHARING PLAN
$1.7M · 5 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B
