Pacific Capital

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

32,747

Total plan assets

$20.3B

Filings (rows)

Direct comp

$137K

Indirect comp

Aggregating 2 name variants under "PACIFIC CAPITAL"

Click a variant to view it alone

PACIFIC CAPITAL WEALTH ADVISOR3 PACIFIC CAPITAL CO3

SERVICES PROVIDED

Other service providers3

Investment manager3

Prospecting the plans that use Pacific Capital?

Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.

See plans served

Plans served

All 6 plansUnlock full export (Pro)

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Southern California Permanente Medical Group Scpmg Keogh Plan · all filings	PASADENA, CA	Investment manager	11,088	$7.9B	$13K	$0
Southern California Permanente Medical Group Scpmg Keogh Plan · all filings	PASADENA, CA	Investment manager	10,636	$6.8B	$12K	$0
Southern California Permanente Medical Group Scpmg Keogh Plan · all filings	PASADENA, CA	Investment manager	10,078	$5.6B	$12K	$0
CB Nichols EGG Ranch CB Nichols EGG Ranch 401(k) Profit Sharing Plan & Trust · all filings	COLTON, CA	Other service providers	319	$14.3M	$38K	$0
CB Nichols EGG Ranch CB Nichols EGG Ranch 401(k) PSP & Trust · all filings	COLTON, CA	Other service providers	374	$12.5M	$31K	$0
CB Nichols EGG Ranch CB Nichols EGG Ranch 401(k) PSP & Trust · all filings	COLTON, CA	Other service providers	252	$9.8M	$30K	$0