Adp Strategic Plan Services, LLC
● SEC registered since 2017CRD 286555SEC# 801-109013Roseland, NJ
Reg. AUM
$32.4B
Employees
14
Accounts
110,773
Location
Roseland, NJ
About Adp Strategic Plan Services
ADP Strategic Plan Services provides 3(21) and 3(38) fiduciary investment services for retirement plans. The firm supports plan sponsors with investment oversight and related fiduciary responsibilities.
Summary based on the firm’s website.
Adp Strategic Plan Services, LLC assets under management
Adp Strategic Plan Services, LLC is a registered investment adviser overseen by the SEC based in Roseland, NJ. The firm has been registered since 2017. It reports $32.4 billion in regulatory assets under management and employs 14 people.
Adp Strategic Plan Services, LLC owners & executives
11 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Adp Atlantic LLC Control | Sole Member | Over 75% | 2016 |
| James Patrick Blake Control | Corporate Secretary | Under 5% | 2024 |
| James Thomas Buccella Control | Elected Manager | Under 5% | 2016 |
| Jeffry Aaron Hodges Control | Elected Manager | Under 5% | 2017 |
| Jill Savoy Control | Interim Chief Compliance Officer | Under 5% | 2026 |
| Kevin William Merrow Control | President | Under 5% | 2024 |
| Kristin Anne Dospassos-Krieg Control | Elected Manager | Under 5% | 2016 |
| Michael Ray Hureau Control | Elected Manager | Under 5% | 2025 |
| Patricia Margot Barrenechea Control | Chief Financial Officer | Under 5% | 2020 |
| Vitina Giaquinto Control | Risk Management Officer | Under 5% | 2026 |
See all 11 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Adp Strategic Plan Services, LLC manage?
Adp Strategic Plan Services, LLC reports $32.4 billion in regulatory assets under management on its Form ADV.
How many employees does Adp Strategic Plan Services, LLC have?
Adp Strategic Plan Services, LLC reports 14 employees.
Where is Adp Strategic Plan Services, LLC located?
Adp Strategic Plan Services, LLC is based in Roseland, NJ and has been SEC-registered since 2017.
Does Adp Strategic Plan Services, LLC disclose fund performance?
Adp Strategic Plan Services, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1 Adp Boulevard, Roseland, NJ 07068 |
| Phone | (973) 712-2000 |
| Office hours | 9-5 |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$32.4B▲ 55%
Jan '25Form ADV, monthlySep '26
How this firm compares
Regulatory AUMTop 4%
Larger than 96% of 16,369 advisers
EmployeesTop 32%
More than 68% of 16,804 advisers
Assets under management
$32.4Bregulatory AUM
Discretionary $32.4B