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ADP Strategic Plan Services, LLC
ADP Strategic Plan Services, LLC is an SEC-registered investment adviser in Roseland, NJ, registered since 2017. The firm manages approximately $23.8 billion...
ADP Strategic Plan Services, LLC
ADP Strategic Plan Services, LLC is an SEC-registered investment adviser in Roseland, NJ, registered since 2017. The firm manages approximately $23.8 billion in regulatory assets. It has 13 employees and 6 investment advisers.
General information
Firm type
other
AUM
$33.5B
Location
Region
North America
Country
United States
City
Florham Park, NJ
Corporate office
United States
Frequently asked questions
What is the specific purpose of ADP Strategic Plan Services, LLC?
ADP Strategic Plan Services, LLC is a limited liability company formed by Automatic Data Processing, Inc. to handle strategic plan services, primarily retirement plan administration and compliance for ADP's corporate retirement offerings. Its role is operational and regulatory, not that of an investment manager.
Does ADP Strategic Plan Services manage external assets or client capital?
No public information indicates that ADP Strategic Plan Services manages external assets or client capital. It appears to be an internal service entity supporting ADP's Retirement Services division, which provides recordkeeping, trust, and administrative services for employer-sponsored retirement plans.
How does ADP Strategic Plan Services relate to ADP's core business?
ADP Strategic Plan Services is a wholly owned subsidiary or affiliate of Automatic Data Processing, Inc., the global payroll and HCM firm. It operates as part of ADP's broader Retirement Services business, which serves over 65,000 retirement plans and more than 8 million participants as of 2024.
Is this entity a registered investment adviser?
There is no public record of ADP Strategic Plan Services registering as an investment adviser with the SEC or state regulators. Its activities appear limited to administrative and compliance support for retirement plans, not investment advice or asset management.
Who are the principals or leadership of ADP Strategic Plan Services?
No specific principals or leadership for ADP Strategic Plan Services are publicly named. The entity is part of ADP's corporate structure, and its governance is managed by ADP's executive team.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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