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ADP STRATEGIC PLAN SERVICES, LLC
CRD 286555File 801-109013
APPROVED
Custody
Filing as of Jul 10, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$23.78B
Top 10% of cohort (national)
Discretionary AUM
$23.78B
Clients
90,603
90,603 accounts
Employees
13
Top 10% of cohort in NJ
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Feb 10, 2017
- Principal office
- 1 ADP BOULEVARD, ROSELAND, NJ, 07068
- Phone
- (973) 712-2000
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $23.78B
- Discretionary AUM
- $23.78B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 90,603
- Non-discretionary accounts
- 0
- Total accounts
- 90,603
- AUM per client
- $262K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Pension and profit sharing plans | 90,603 | $23.78B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for other
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- Yes
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- Yes
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.