ADP Strategic Plan Services, LLC

Overview

ADP Strategic Plan Services, LLC is an institutional registered investment adviser structured as an LLC and registered with the SEC in 2017. The firm focuses on pension consulting and serves institutional clients, primarily retirement plans. Its revenue model includes both percentage-of-AUM and fixed-fee arrangements. ADP Strategic Plan Services identifies as a pension consultant rather than a capital allocator, and it does not position itself as an active ESG investor. The firm reports industry relationships with broker-dealers, a trust company, and an insurance company, and it uses ADP Retirement Trust Services as its primary custodian.

Assets & Accounts

Investments & Alternatives