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ADP STRATEGIC PLAN SERVICES, LLC
CRD 286555File 801-109013
APPROVED
Custody
Filing as of Sep 29, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$32.40B
Top 10% of cohort (national)
Discretionary AUM
$32.40B
Clients
110,773
110,773 accounts
Employees
14
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
- $32.40B
- Discretionary AUM
- $32.40B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 110,773
- Non-discretionary accounts
- 0
- Total accounts
- 110,773
- AUM per client
- $293K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Pension and profit sharing plans | 110,773 | $32.40B |
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 | Change |
|---|---|---|---|---|
| Dec 1, 2025 vs May 1, 2025 | Employees | 11 | 13 | increased by2 |
| Dec 1, 2025 vs May 1, 2025 | Clients | 78,961 | 90,603 | increased by11,642 |
| Dec 1, 2025 vs May 1, 2025 | AUM | $20,855,193,205 | $23,781,365,084 | increased by$2,926,171,879 |
| Dec 1, 2025 vs May 1, 2025 | Accounts | 78,961 | 90,603 | increased by11,642 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 10 | 11 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Custody | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 43,676 | 78,961 | increased by35,285 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $9,179,467,033 | $20,855,193,205 | increased by$11,675,726,172 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 43,676 | 78,961 | increased by35,285 |
| Sep 1, 2022 | Employees | 9 | 10 | increased by1 |
| Sep 1, 2022 | Clients | 29,051 | 43,676 | increased by14,625 |
| Sep 1, 2022 | AUM | $8,260,995,054 | $9,179,467,033 | increased by$918,471,979 |
| Sep 1, 2022 | Accounts | 29,051 | 43,676 | increased by14,625 |
| Oct 1, 2021 | Clients | 20,356 | 29,051 | increased by8,695 |
| Oct 1, 2021 | AUM | $4,868,879,907 | $8,260,995,054 | increased by$3,392,115,147 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “ADP STRATEGIC” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“ADP STRATEGIC” may also match similarly-named firms). Confirm identity against each filing.
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.