DFX Intelligence
CCA Longevity
unclassified· FL
unclassified
Advisory clients on the tape
1
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
n/a
Item 5.D
ADV institutional RAUM
Not disclosed
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
Not disclosed
Item 5.F
Advisory clients
1 allocator
- Elevator Division Retirement Benefit Plan Investment adviser (plan)through Oct 31, 2025 Form 5500
Schedule C rows
1 row, $8,906 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Elevator Division Retirement Benefit Plan | 2024 | 27 | INVESTMENT ADVISOR | $8,906 |
What changed
- CCA Longevity appears on Elevator Division Retirement Benefit Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with CCA Longevityaskebsa.dol.gov