Adp Strategic Plan Services, Llc
- Regulatory AUM
- $32.4B
- Discretionary
- $32.4B
- Clients
- 110,773
- Avg AUM / client
- $293K
- Accounts
- 110,773
- Employees
- 14
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Sep 18, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pension and profit sharing plans | 110,773 | $32.4B | 100.0% |
People (8)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Buccella, James, Thomas | Elected Manager | Dec 2016 (10y) | Less than 5% | |
| Dospassos Krieg, Kristin, Anne | Elected Manager | Dec 2016 (10y) | Less than 5% | |
| Hanley, Juanita, Davida | Chief Compliance Officer | Dec 2016 (10y) | Less than 5% | |
| Hodges, Jeffry, Aaron | Elected Manager | Sep 2017 (9y) | Less than 5% | |
| Mccue, Terrance | Risk Management Officer | May 2020 (6y) | Less than 5% | |
| Barrenechea, Patricia, Margot | Chief Financial Officer | Nov 2020 (6y) | Less than 5% | |
| Blake, James, Patrick | Corporate Secretary | Aug 2024 (2y) | Less than 5% | |
| Merrow, Kevin, William | President | Nov 2024 (2y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Adp Atlantic Llc | Sole Member | Dec 2016 | A | 75% or more |
| Automatic Data Processing Inc | Shareholder | Dec 2016 | B | ≈ 56.25% – 100% via Adp Atlantic Llc |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Automatic Data Processing Inc: 75% – 100% of Adp Atlantic Llc × 75% – 100% direct ≈ 56.25% – 100% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/10/2026 | 1.16 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Pension consulting services
Custody
Reported custodians
- Adp Retirement Trust Services, Llc $23.8B (100% of AUM) Jul 2026
- Reliance Trust Company $17.0B (81% of AUM) Jan 2025
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Sep 18, 2026.
View current Form ADV (SEC/IAPD) ↗