{
  "crd_number": 286555,
  "slug": "adp-strategic-plan-services-llc-roseland-nj-286555",
  "primary_business_name": "ADP STRATEGIC PLAN SERVICES, LLC",
  "legal_name": "ADP STRATEGIC PLAN SERVICES, LLC",
  "dbas": [
    "ADP STRATEGIC PLAN SERVICES",
    "SPS",
    "STRATEGIC PLAN SERVICES"
  ],
  "city": "Roseland",
  "state": "NJ",
  "country": "United States",
  "cbsa_code": "35620",
  "metro": {
    "cbsa_code": "35620",
    "common_name": "New York",
    "msa_name": "New York-Newark-Jersey City, NY-NJ",
    "path": "/advisors/ny/new-york"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2017-02-10",
  "years_registered": 9,
  "period": "2026-10-01",
  "filing_date": "2026-09-29",
  "carried_forward": false,
  "raum_total": 32404568133.0,
  "raum_discretionary": 32404568133.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "over_5b",
  "raum_band_label": "Over $5 billion",
  "total_employees": 14,
  "advisory_employees": 6,
  "client_count_bucket": null,
  "clients_by_type": {
    "pension_profit_sharing": {
      "raum": 32404568133.0,
      "count": 110773
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "pension_consulting"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AK",
    "AL",
    "AR",
    "AZ",
    "CA",
    "CO",
    "CT",
    "DC",
    "DE",
    "FL",
    "GA",
    "HI",
    "IA",
    "ID",
    "IL",
    "IN",
    "KS",
    "KY",
    "LA",
    "MA",
    "MD",
    "ME",
    "MI",
    "MN",
    "MO",
    "MS",
    "MT",
    "NC",
    "ND",
    "NE",
    "NH",
    "NJ",
    "NM",
    "NV",
    "NY",
    "OH",
    "OK",
    "OR",
    "PA",
    "RI",
    "SC",
    "SD",
    "TN",
    "TX",
    "UT",
    "VA",
    "VI",
    "VT",
    "WA",
    "WI",
    "WV",
    "WY"
  ],
  "websites": [
    "https://adpstrategicplanservices.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/286555",
  "city_as_filed": "ROSELAND",
  "url": "https://advisorcensus.com/firm/adp-strategic-plan-services-llc-roseland-nj-286555",
  "display_name": "ADP Strategic Plan Services, LLC",
  "summary": "ADP Strategic Plan Services, LLC is an SEC-registered investment advisory firm in Roseland, NJ, registered since 2017, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated September 29, 2026.",
  "citation": "AdvisorCensus. ADP Strategic Plan Services, LLC (CRD 286555): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Pension consulting services"
  ],
  "quick_answers": [
    {
      "q": "How is ADP Strategic Plan Services, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), ADP Strategic Plan Services, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is ADP Strategic Plan Services, LLC located?",
      "a": "ADP Strategic Plan Services, LLC's principal office is in Roseland, NJ, according to its Form ADV; the October 2026 filing also lists 1 other office (Schedule D, Section 1.F)."
    },
    {
      "q": "Is ADP Strategic Plan Services, LLC registered with the SEC or a state?",
      "a": "ADP Strategic Plan Services, LLC is an SEC-registered investment advisory firm, registered since 2017. Status as filed: Approved. CRD 286555."
    },
    {
      "q": "How much does ADP Strategic Plan Services, LLC manage?",
      "a": "ADP Strategic Plan Services, LLC reports $32,404,568,133 in regulatory assets under management in its Form ADV filing dated September 29, 2026 (100% discretionary)."
    },
    {
      "q": "How have ADP Strategic Plan Services, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for ADP Strategic Plan Services, LLC: Regulatory assets under management: $8,260,995,054 in the October 2021 data and $32,404,568,133 in the October 2026 data, up 292%. Total employees: 9 in October 2021 and 14 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does ADP Strategic Plan Services, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: pension and profit sharing plans (but not the plan participants or government pension plans) (110,773)."
    },
    {
      "q": "Which custodians does ADP Strategic Plan Services, LLC use?",
      "a": "ADP Strategic Plan Services, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists ADP Retirement Trust Services (affiliated with the firm) as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does ADP Strategic Plan Services, LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/286555"
    },
    {
      "q": "What changed in ADP Strategic Plan Services, LLC's recent Form ADV filings?",
      "a": "In the October 2026 filing data: Regulatory assets under management went from $23,781,365,084 to $32,404,568,133 (+36%). Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 8260995054.0,
      "total_employees": 9,
      "filing_date": "2021-09-23"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 9179467033.0,
      "total_employees": 10,
      "filing_date": "2022-08-29"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 12904274673.0,
      "total_employees": 11,
      "filing_date": "2023-09-15"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 17989297466.0,
      "total_employees": 11,
      "filing_date": "2024-09-19"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 20855193205.0,
      "total_employees": 11,
      "filing_date": "2025-01-24"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 32404568133.0,
      "total_employees": 14,
      "filing_date": "2026-09-29"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-10-01",
      "period_label": "October 2026",
      "notes": [
        "Regulatory assets under management went from $23,781,365,084 to $32,404,568,133 (+36%).",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2026-08-01",
      "period_label": "August 2026",
      "notes": [
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2026-07-01",
      "period_label": "July 2026",
      "notes": [
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2025-12-01",
      "period_label": "December 2025",
      "notes": [
        "Employees performing advisory functions went from 5 to 6.",
        "Regulatory assets under management went from $20,855,193,205 to $23,781,365,084 (+14%)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "ADP Retirement Trust Services",
      "name_as_filed": "ADP RETIREMENT TRUST SERVICES",
      "affiliated": true
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/adp-strategic-plan-services-llc-roseland-nj-286555.md",
  "clients": [
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 110773,
      "fewer_than_5": false,
      "raum": 32404568133.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/286555",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}