Retirement Independence by Design

Below are Pencor's preferred investment recordkeeper partners. To learn more about them, refer to the company profile page. Click on the logo to access their plan sponsor page.

The links provided below can assist you with form 5500 filings, provide access to the Pencor portal, and more.

DOL Retirement Plan Homepage

Find Your 5500 Filing (DOL Database)

IRS COLA Limits Table

Partners and Links


Since 1967, Pencor, Inc. has provided businesses in Central Florida, North Florida, and South Georgia a superior solution for third party administration of qualified plans. Our ASPPA, JBEA, and IRS credentialed staff provide the assurance plan sponsors need in a confusing and ever-changing regulatory environment. As a locally owned business, Pencor, Inc. is committed to bringing meaningful retirement benefits to employees of businesses in our community. As such, we partner only with the top investment recordkeepers and local financial advisors to deliver a superior participant experience.

Please visit the Contact Us page to obtain a proposal.