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| Keyboard |
| ADP Strategic Plan Services LLC
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|---|---|
| CRD # | 286555 |
| SEC # | 801-109013 |
| CIK # | |
| AUM | 23.78 B (2026-06-05) |
| Employees | 13 (46% Investors, 92% Brokers) |
| Phone | 973-712-2000 |
| Address | 1 Adp Boulevard Roseland, NJ 07068 |
| Source | [IAPD] [Website] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 90,603 | 23.8 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 90,603 | 23.8 |
| By Discretionary | ||
| Discretionary | 90,603 | 23.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 90,603 | 23.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 23.8 | |
| Total | 90,603 | 23.8 |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 190 |
| Serves | Institutional |
| Comparable Firms | State | AUM |
|---|---|---|
|
Federated Hermes UK LLP
✚
|
24.72 B | |
|
MML Investment Advisers LLC
✚
|
MA | 24.55 B |
|
Macquarie Investment Management Europe Limited
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|
24.51 B | |
|
PGIM Private Placement Investors LP
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NJ | 24.44 B |
|
GE Investment Management Corp
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|
CT | 24.36 B |
|
Elmwood Asset Management LLC
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NY | 24.29 B |
|
Independent Franchise Partners LLP
✚
|
23.85 B | |
|
Systematica Investments UK LLP
✚
|
23.79 B | |
|
Systematica Investments Singapore PTE Ltd
✚
|
23.79 B | |
|
Systematica Investments GP Limited
✚
|
23.79 B |