ADP STRATEGIC PLAN SERVICES, LLC

Overview

ADP Strategic Plan Services, LLC is a limited liability company that provides pension consulting and retirement-plan advisory services to institutional clients. Registered with the SEC in 2017, the firm focuses on pension consulting rather than acting as an allocator of proprietary capital. Its advisory mandate is oriented toward plan-level consulting and investment selection for retirement programs, and it charges clients via a mix of percentage-of-AUM and fixed fees. The firm is not flagged as an active ESG investor and is not registered as a multi-state adviser. Industry relationships include affiliations with broker-dealers, trust companies, and insurance companies, which align with its pension consulting and recordkeeping ecosystem.

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Public Holdings

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Location & Offices