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ADP STRATEGIC PLAN SERVICES, LLC

UUIDcfb6068e-0e2b-5c44-84a4-99667061857d
TypeASSET_MANAGER
Status
Created2025-10-23 02:23:53
Updated2025-10-23 02:24:36

Available Loaders

Identifiers

AuthorityIdentifierDisplayAs OfConfidence
adv_crd 286555 286555 1.0
sec_file_number 801-109013 801-109013

Profile

WebsiteHTTPS://WWW.ADPSTRATEGICPLANSERVICES.COM
HQ CityROSELAND
HQ StateNJ
HQ CountryUnited States
AUM (USD)
AUM As OfNone

ADV Metrics

Assets & Accounts

  • RAUM (total)20,855,193,205.0
  • RAUM (discretionary)20,855,193,205.0
  • Actionable assets20,855,193,205.0
  • Accounts78,961.0

Institutional Clients

  • Government AUM
  • Pension AUM20,855,193,205.0
  • Charitable AUM
  • HNW AUM

As of 2025-01-24 00:00:00 • Source ia09022025.xlsx

People

NameTitleRoleEmailEvidence
ADP ATLANTIC LLC SOLE MEMBER OFFICER
{"filing_id": "2002977", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
AUTOMATIC DATA PROCESSING INC SHAREHOLDER OFFICER
{"filing_id": "2002977", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
BARRENECHEA, PATRICIA, MARGOT CHIEF FINANCIAL OFFICER OFFICER
{"filing_id": "2002977", "owner_id": "1715189", "source": "adv_part1", "table": "Schedule_A_B"}
BLAKE, JAMES, PATRICK CORPORATE SECRETARY OFFICER
{"filing_id": "2002977", "owner_id": "3078844", "source": "adv_part1", "table": "Schedule_A_B"}
BUCCELLA, JAMES, THOMAS ELECTED MANAGER OFFICER
{"filing_id": "2002977", "owner_id": "1362803", "source": "adv_part1", "table": "Schedule_A_B"}
DOSPASSOS-KRIEG, KRISTIN, ANNE ELECTED MANAGER OFFICER
{"filing_id": "2002977", "owner_id": "3079254", "source": "adv_part1", "table": "Schedule_A_B"}
HANLEY, JUANITA, DAVIDA CHIEF COMPLIANCE OFFICER OFFICER
{"filing_id": "2002977", "owner_id": "5217439", "source": "adv_part1", "table": "Schedule_A_B"}
HODGES, JEFFRY, AARON ELECTED MANAGER OFFICER
{"filing_id": "2002977", "owner_id": "5865575", "source": "adv_part1", "table": "Schedule_A_B"}
HUREAU, MICHAEL, RAY ELECTED MANAGER OFFICER
{"filing_id": "2002977", "owner_id": "5990787", "source": "adv_part1", "table": "Schedule_A_B"}
MCCUE, TERRANCE RISK MANAGEMENT OFFICER OFFICER
{"filing_id": "2002977", "owner_id": "7259942", "source": "adv_part1", "table": "Schedule_A_B"}
MERROW, KEVIN, WILLIAM PRESIDENT OFFICER
{"filing_id": "2002977", "owner_id": "4730876", "source": "adv_part1", "table": "Schedule_A_B"}

Outbound Affiliations

RelationOrganizationLast UpdatedEvidence
No outbound affiliations.

Inbound Affiliations

RelationOrganizationLast UpdatedEvidence
No inbound affiliations.

Evidence

adv_part1