# ADP Strategic Plan Services, LLC

> 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.

- CRD: 286555
- Filed as: ADP STRATEGIC PLAN SERVICES, LLC
- Also doing business as: ADP STRATEGIC PLAN SERVICES, SPS, STRATEGIC PLAN SERVICES
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Roseland, NJ
- Filing period: October 2026
- Form ADV filing dated: September 29, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/286555
- AdvisorCensus page: https://advisorcensus.com/firm/adp-strategic-plan-services-llc-roseland-nj-286555

## Quick answers

**How is ADP Strategic Plan Services, LLC compensated?**
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.

**Where is ADP Strategic Plan Services, LLC located?**
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).

**Is ADP Strategic Plan Services, LLC registered with the SEC or a state?**
ADP Strategic Plan Services, LLC is an SEC-registered investment advisory firm, registered since 2017. Status as filed: Approved. CRD 286555.

**How much does ADP Strategic Plan Services, LLC manage?**
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).

**How have ADP Strategic Plan Services, LLC's assets and staff changed since 2021?**
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.

**What types of clients does ADP Strategic Plan Services, LLC serve?**
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).

**Which custodians does ADP Strategic Plan Services, LLC use?**
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.

**Does ADP Strategic Plan Services, LLC report any disciplinary disclosures?**
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

**What changed in ADP Strategic Plan Services, LLC's recent Form ADV filings?**
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).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- ADP Retirement Trust Services (affiliated with the firm)

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.

### Regulatory assets under management (Item 5.F)
- Total: $32,404,568,133
- Discretionary: $32,404,568,133
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 110,773 | $32,404,568,133 |

### Advisory services (Item 5.G)
- Pension consulting services

### Firm details
- Registered since: 2017 (9 years)
- Employees: 14 total, 6 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: 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
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the October 2026 filing
- Florham Park, NJ

### Websites listed on Form ADV (Item 1.I)
- adpstrategicplanservices.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $8,260,995,054 | 9 | September 23, 2021 |
| October 2022 | $9,179,467,033 | 10 | August 29, 2022 |
| October 2023 | $12,904,274,673 | 11 | September 15, 2023 |
| October 2024 | $17,989,297,466 | 11 | September 19, 2024 |
| October 2025 | $20,855,193,205 | 11 | January 24, 2025 |
| October 2026 | $32,404,568,133 | 14 | September 29, 2026 |

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.

## Changes in the filing (last 12 months)

### October 2026
- 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).

### August 2026
- Updated its list of owners and control persons (Schedule A).

### July 2026
- Updated its list of owners and control persons (Schedule A).

### December 2025
- 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%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. ADP Strategic Plan Services, LLC (CRD 286555): Form ADV filing data as of October 2026.