ADP Strategic Plan Services, LLC
Firm details
- Headquarters
- Roseland, New Jersey
- CRD number
- 286555
- Registered since
- February 10, 2017
- Custodians
- ADP RETIREMENT TRUST SERVICES
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Pension & Profit Sharing Plans100%
- Services
- Pension Consulting
Firm profile
FINTRXOverview
ADP Strategic Plan Services, LLC is organized as an LLC and operates as an institutional registered investment adviser that focuses on pension consulting and retirement-plan related advisory services. The firm serves an institutional client base and bills through a mix of percentage-of-AUM and fixed fees. ADP Strategic Plan Services is SEC-registered (registered in 2017). It is not positioned as a capital allocator and does not identify as an active ESG investor. Industry affiliations include relationships with a broker-dealer, a trust company, and an insurance company.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds95%
- Private Funds5%
Owners & executives
1 of 1Jill Savoy
Interim Chief Compliance OfficerCRD 5114241
Contacts
3 of 8
Kristin Dospassos-krieg
Vice President, Corporate TreasurerCRD 3079254
James Buccella
PresidentCRD 1362803
Jeffry Hodges
Vice President, Assistant General CounselCRD 5865575
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Roseland, NJ
Essex
Location
Roseland, NJ
Headquartered in Roseland, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- Essex
- Address
- 1 Adp Blvd
- Time zone
- ET (UTC-5)
- Office locations
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