529 PLANS

Compare by Features

Plan Enrollment or application fee: Account maintenance fee: Program management fees:
CollegeCounts 529 Fund
Alabama
None. None. 0.25%
CollegeCounts 529 Fund Advisor Plan
Alabama
None, but contributions may be subject to a sales charge depending on share class. $12 annually, waived if either the account owner or designated beneficiary is an Alabama resident. 0.42% (includes 0.10% state administrative fee), plus distribution/servicing fee of 0.25% (Class A), 0.50% (Class C), or 0.00% (Class F). The State Street U.S. Government Money Market option has no state administrative, distribution, or servicing fee.
Enable Savings Plan Alabama
Alabama
None $45 annually, assessed at $11.25 per quarter. 0.50%
Prepaid Affordable College Tuition (PACT) Program
Alabama
$100    
Alaska ABLE Plan
Alaska
None $40, assessed at $10 per calendar quarter. The quarterly fee is discounted by $3.75 for account owners who elect to receive statements via electronic delivery and further discounted by $1.25 per quarter for residents of Alaska. Investors in the checking option are assessed a monthly service charge of $2.00, waived for accounts with an average daily balance of more than $250. 0.32% for all investment options; none for the checking option.
John Hancock Freedom 529
Alaska
None, but contributions may be subject to a sales charges depending on share class. $15 charged in November of each year. Waived for account balances of $25,000 or more, for account balances of $75,000 or more when combined with other beneficiary accounts, or for accounts in an automatic contribution plan, or for Account Holders who elect to receive electronic statements and confirmations, or for Account Holders who invest through a financial intermediary that maintains the plan assets in an omnibus account. All portfolios except Short-Term Bond Portfolio, Fixed Income Portfolio and JH Money Market Portfolio:
0.30% (includes state fee of 0.05%) plus distribution fees of 0.25% (Class A) or 1.00% (Class C2).

Short-Term Bond Portfolio, Fixed Income Portfolio:
0.30% (includes state fee of 0.05%) plus distribution fees of 0.15% (Class A) or 0.90% (Class C2) Money Market Portfolio:
0.30% (no state fee)
T. Rowe Price College Savings Plan
Alaska
None. None 0.05% Trust Fee
University of Alaska College Savings Plan
Alaska
None. None 0.05% Trust Fee; waived for the ACT Portfolio.
Arizona Family College Savings Program
Arizona
None. None. None
Fidelity Arizona College Savings Plan
Arizona
None. None. 0.09% for the Fidelity index fund options (includes 0.02% state fee); 0.20% for the Fidelity fund options (includes 0.04% state fee); 0.35% for the multi-firm fund options (includes 0.05% state fee). For the Bank Deposit Portfolio, fees vary from 0.00% to 0.10% (including 0.05% state fee) based on the Federal Funds Target Rate.
Ivy InvestEd 529 Plan
Arizona
None, but contributions may be subject to a sales charge. $20 annually for accounts with less than $25,000, waived for Arizona residents and accounts with an automatic investment plan. None
GIFT College Investing Plan
Arkansas
None. $20 annually, waived for Arkansas residents. 0.50% manager fee; fee includes underlying fund expenses and a 0.07% fee to the state; 0.36% for the Savings Portfolio
iShares 529 Plan
Arkansas
None. $10 annually, waived for accounts with $20,000 or more. Year-to-Enrollment and Asset Allocation Portfolios:
0.40% manager fee (includes 0.05% state administration fee), plus 0.25% annual sales fee (Class A), 0.60% (Class L), or 0.00% (Class F).

Custom Portfolios:
0.35% manager fee (includes 0.05% state administration fee), plus 0.25% annual sales fee (Class A), 0.60% (Class L), or 0.00% (Class F).
ScholarShare 529
California
None. None. 0.08% (includes 0.05% state fee); 0.03% for Passive and Single Fund Portfolios (no state fee); None for the Principal Plus Interest Portfolio.
Colorado ABLE
Colorado
None $15 quarterly, reduced by $3.75 if owner elects to receive electronic statements and confirmations. $2 monthly service charge for investments in the Checking Option, waived for accounts with an average daily balance of more than $250. 0.32%; none for the Checking Option
Direct Portfolio College Savings Plan
Colorado
None. $20 for accounts with less than $10,000, waived for Colorado residents and for accounts opting to receive all documents electronically. 0.36% manager fee; fee includes underlying fund expenses and a 0.03% fee to the state.
CollegeInvest may charge an administrative fee of up to 0.10%. CollegeInvest will periodically reevaluate the 0.03% administrative fee rate and raise or lower it not to exceed 0.10%.
Scholars Choice College Savings Program
Colorado
None, but contributions may be subject to a sales charge depending on share class. $20 annual fee, waived for account owners or beneficiaries who are Colorado or Wyoming residents (with account established prior to December 1, 2011 for Wyoming resident) and for accounts with at least $2,500. 0.10% administrative fee (0.04% waived commencing September 1, 2011) to the state plus distribution/servicing fees of 0.25% (Class A), 0.95% (Class B), 0.75% (Class C), 0.00% (Class O); 1.09% combined fee for the Cash Reserve option includes underlying fund expenses.
Smart Choice College Savings Plan
Colorado
None. None. None. (FirstBank pays Colorado CollegeInvest an administrative fee of 0.10% of assets.)
Stable Value Plus College Savings Program
Colorado
None. None. 0.99% administrative fee to the state (0.28% of this fee waived as of September 1, 2011).
Connecticut Higher Education Trust (CHET)
Connecticut
None. None. 0.15% manager fee and a 0.01% fee to the state. None for the Principal Plus Interest option; currently waived for the Money Market Option.
Connecticut Higher Education Trust (CHET) -- Advisor Plan
Connecticut
None. None. 0.16% manager fee and a 0.01% fee to the state, plus distribution/servicing fees of 0.25% (Class A); 1.00% (Class C); None (Class E)
Delaware College Investment Plan
Delaware
None. None. 0.09% for the Fidelity index fund options (includes 0.01% state fee); 0.20% for the Fidelity fund options (includes 0.05% state fee); 0.35% for the multi-firm fund options (includes 0.05% state fee). For the Bank Deposit Portfolio, there is a 0.10% Program Management Fee (includes 0.05% state fee) and is based on the Federal Funds Target Rate.
DC 529 College Savings Program (Advisor-sold)
District of Columbia
None $15, reduced to $10 for DC residents. 0.30% management fee (15% for Principal Protected Portfolio), including 0.05% administrative fee to D.C.
DC ABLE
District of Columbia
None $15 quarterly, reduced by $3.75 if the owner elects to receive electronic statements and confirmations; reduced further by $1.25 if the owner is a District of Columbia resident.

$2 monthly service charge for investments in the Checking Option, waived for accounts with an average daily balance of more than $250.
0.32%; none for the Checking Option
DC College Savings Plan
District of Columbia
None $15, reduced to $10 for DC residents. 0.30% management fee (0.15% for Principal Protected Portfolio), including 0.05% administrative fee to D.C.
ABLE United
Florida
None $2.50 monthly fee with electronic correspondence, additional $10/annually for optional paper correspondence None
Florida 529 Savings Plan
Florida
None. None. 0.39% - 0.75% management fee (None for Money Market option); fee includes underlying investment manager fees.
Florida Prepaid College Plan
Florida
$50,    
Georgia STABLE
Georgia
There is no application fee for online enrollments, but a fee of $50 will be assessed to all paper applications. $3.50 monthly State administrative fee of 0.19%
Path2College 529 Plan
Georgia
None. None. 0.14% manager fee, including 0.06% administration fee; none for the Guaranteed Option.
Hawaii's College Savings Program
Hawaii
None. $20 annually; $10 for account owners who are Hawaii residents. 0.75% manager fee; fee includes underlying fund expenses.
Idaho College Savings Program (IDeal)
Idaho
None. $20 annually unless either the account owner or beneficiary is a resident of Idaho. 0.50% program manager fee; 0.34% for Savings Portfolio; fee includes underlying fund expenses and the 0.05% administrative fee to the state
Bright Directions Advisor-Guided 529 College Savings Program
Illinois
None None 0.18% manager fee (including 0.03% state fee), plus distribution/servicing fees of 0.25% (Classes A and E), plus distribution/servicing fees of 0.50% (Class C), or 0.00% distribution/servicing fee (Class F). 0.15% manager fee (no state or distribution fee) for Invesco Government Agency 529 Portfolio.
Bright Start Advisor-Sold College Savings Program
Illinois
None None. 0.18% (includes 0.03% state administrative fee), plus distribution/servicing fees of 0.25% (Classes A and G), 0.50% (Class C), or 0.00% (Class H): 0.14% for the Invesco Government & Agency 529 Portfolio (no state administrative, distribution/servicing fee).
Bright Start Direct-Sold College Savings Program
Illinois
None. None. 0.11% (includes 0.03% state administrative fee).
Index Portfolios: 0.08% (no state administrative fee).
No state administrative fee for the Vanguard Federal Money Market 529 portfolio.
College Illinois! 529 Prepaid Tuition Program
Illinois
None.    
Illinois ABLE
Illinois
None $15 Quarterly 0.32% for all investment options
CollegeChoice 529 Direct Savings Plan
Indiana
None. $20 annually, waived for Indiana residents or beneficiaries and for accounts with $25,000. 0.33% in the Age-based option; 0.18% in the Individual Portfolios and Savings Portfolio
CollegeChoice Advisor 529 Savings Plan
Indiana
None, but contributions may be subject to a sales charge depending on share class. $20 annually, waived for accounts with an Indiana resident as beneficiary and for accounts with balances of $25,000 or more. 0.42% manager fee (includes 0.10% state administrative fee) plus distribution expenses of 0.25% (Class A) or 1.00% (Class C). The Savings Portfolio is subject to a 0.33% manager fee.
CollegeChoice CD 529 Savings Plan
Indiana
None. None. None.
INvestABLE Indiana
Indiana
None $15 quarterly, reduced by $3.75 if owner elects to receive electronic statements and confirmations.

$2 monthly service charge for investments in the Checking Option, waived for accounts with an average daily balance of more than $250.
0.32%; none for the Checking Option
College Savings Iowa
Iowa
None. None. 0.20% manager fee; fee includes underlying fund expenses.
IAble Plan
Iowa
None $5 monthly, discounted by $3.75 if the owner elects to receive electronic statements and confirmations 0.32% for all investment options
IAdvisor 529 Plan
Iowa
None. $25 annually, waived if the account balance in each investment option is greater than $25,000; waived for accounts with an automatic investment plan or payroll direct deposit of $100 per month in each investment option running on a monthly basis for 12 consecutive months. 0.50% (0.40% for Money Market) management fee includes 0.075% fee to the state, plus distribution/marketing fee of 0.25% (Class A) or 1.00% (Class C, except Money Market is 0.25%).
Kansas ABLE Savings Plan
Kansas
None $15 quarterly, reduced by $3.75 if owner elects to receive electronic statements and confirmations, and is reduced by a further $1.25 if the owner is a Kansas resident 0.32% for all investment options
Learning Quest 529 Education Savings Program (Direct-sold)
Kansas
None. None. 0.20% manager fee (waived for the Cash and Cash Equivalents portfolio)
Learning Quest Advisor
Kansas
None, but contributions may be subject to a sales charge depending on share class. None. 0.20% manager fee (waived for the Cash and Cash Equivalent option) plus distribution/servicing fees of 0.25% (Class A); 1% (0.75% for the Cash and Cash Equivalent option)(Class C).
Schwab 529 College Savings Plan
Kansas
None. None. 0.20% manager fee
Kentucky Education Savings Plan Trust
Kentucky
None. None. 0.60% manager fee for the Managed Allocation option includes underlying fund expenses; 0.47% manager fee for the Equity Index, Balanced, and Fixed Income options, and 0.41% fee for the Active Equity Option, which do not include underlying fund expenses. No fee for the Guaranteed Option.
Kentucky's Affordable Prepaid Tuition (KAPT)
Kentucky
$50 for the first contract and $25 for subsequent contracts.    
STABLE Kentucky
Kentucky
There is no application fee for online enrollments, but a fee of $50 will be assessed to all paper applications $3.50 monthly State administrative fee of 0.19%
LA ABLE
Louisiana
None None None
START Saving Program
Louisiana
None. None. None
NextGen College Investing Plan -- Client Direct Series
Maine
None. None None for the BlackRock Age-Based and NextGen Savings Portfolio; 0.07% for the BlackRock Equity Index Portfolio (no state fee), 0.20% for the iShares portfolios (no state administrative fee).
NextGen College Investing Plan -- Client Select Series
Maine
None, but contributions may be subject to a sales charge depending on share class. None For the Principal Plus Portfolio:
0.44%, includes 0.09% fee to the state

None for the NextGen Savings Portfolio.

For iShares Portfolios:
0.50% distribution/servicing fee (Class A), or 1.25% distribution/servicing fee (Class C) with additional 0.09% fee to the state.

For all other portfolios:
None (Class A), or 0.75% distribution/servicing fee (Class C) with additional 0.09% fee to the state

College Savings Plans of Maryland -- College Investment Plan
Maryland
None. None 0.05% Trust Fee
College Savings Plans of Maryland -- Prepaid College Trust
Maryland
$75 paper application or $50 with online application, reduced to $20 when purchasing additional years of tuition for the same beneficiary or enrolling a beneficiary with an account in the Maryland College Investment Plan.    
Attainable Savings Plan
Massachusetts
None $7.50 0.15% for all portfolios + 0.05% state sponsor fee
U.Fund College Investing Plan
Massachusetts
None. None. 0.09% for the index fund options (includes 0.045% state fee); 0.20% for the Fidelity fund options (includes 0.10% state fee); 0.35% for the multi-firm fund options (includes 0.10% state fee). For the Bank Deposit Portfolio, there is a 0.10% Program Management Fee (includes 0.05% state fee) and is based on the Federal Funds Target Rate.
U.Plan
Massachusetts
None.    
MI 529 Advisor Plan
Michigan
None. None. 0.37% (includes a state fee of 0.05%) plus service fee of 0.25% (Class A and C) and distribution fee of 0.40% - 0.75% (Class C only). None for the Principal Plus Interest Portfolio.
MiABLE
Michigan
None $45 annually 0.50% for all portfolios
Michigan Education Savings Program
Michigan
None. None. 0.02% manager fee plus 0.05% state fee. No fee for the Principal Plus Interest Option.
Michigan Education Trust
Michigan
On-line enrollment: $25
Enrollment by mail: $60
   
Minnesota ABLE Plan
Minnesota
None $15 quarterly, reduced by $3.75 if owner elects to receive electronic statements and confirmations, and is reduced by a further $1.25 if the owner is a Minnesota resident 0.32% for all investment options
Minnesota College Savings Plan
Minnesota
None. None. 0.14% manager fee plus 0.0065% state fee. No fee for the Principal Plus Interest Option. Manager and state fee are currently waived for the Money Market option.
Mississippi Affordable College Savings (MACS) Program
Mississippi
None. $20 for account owners who have not elected to receive plan documents by electronic delivery 0.60% manager fee; 0.59% for the Managed Allocation Age Band 18+ option; no fee for the Guaranteed Option.
Mississippi Prepaid Affordable College Tuition (MPACT) Program
Mississippi
$60    
MO ABLE
Missouri
There is no application fee for online enrollments, but a fee of $50 will be assessed to all paper applications. $3.50 monthly State administrative fee of 0.19%
MOST - Missouri's 529 College Savings Plan (Direct-sold)
Missouri
None None 0.15% - 0.21%
Achieve Montana
Montana
None. $25 annually, waived for accounts with a Montana resident as beneficiary and for accounts with balances of $25,000 or more and for account with automatic bank deposits or by payroll deduction. 0.52%; 0.47% for the savings option, plus 0.20% administrative fee.
Montana ABLE
Montana
None $15 quarterly, reduced by $3.75 if the owner elects to receive electronic statements and confirmation. $2 monthly service charge for investments in the Checking Option, waived for accounts with an average daily balance of more than $250 0.32%; none for the Checking Option
Montana Family Education Savings Program -- Bank Plan
Montana
None. None. None
Enable Savings Plan
Nebraska
None $45 annually, assessed at $11.25 per quarter  
Nebraska Education Savings Trust -- Advisor College Savings Plan
Nebraska
None. None. All portfolios except Age-Based Conservative 19+, Goldman Sachs Financial Square Government Money Market, and Bank Savings option:
0.27% and a state fee of 0.03%, plus distribution fees of 0.25% (Class A) or 1.00% (Class C).

Age-Based Conservative 19+ and Goldman Sachs Financial Square Government Money Market Portfolio:
0.27% and a state fee of 0.03%.

Bank Savings Option:
0.18% and a state fee of 0.02%
Nebraska Education Savings Trust -- Direct College Savings Plan
Nebraska
None. None 0.27% manager fee and a 0.03% fee to the state; 0.18% manager fee and 0.02% state fee for the Bank Savings option.
State Farm College Savings Plan
Nebraska
None, but contributions may be subject to a sales charge depending on share class. None. 0.22% (including 0.05% state fee), plus distribution/servicing fee of 0.25% (Class A) or 1.00% (Class B), except the Money Market Portfolio has no distribution/servicing fee.
TD Ameritrade 529 College Savings Plan
Nebraska
None. None. 0.27% manager fee, plus a sub-administration fee of 0.19% and a 0.03% fee to the state.
ABLE Nevada
Nevada
None $15 quarterly, reduced by $3.75 if owner elects to receive electronic statements and confirmations, reduced further by $1.25 if the owner is a Nevada resident 0.32% for all investment options
Nevada Prepaid Tuition Program
Nevada
$100    
Putnam 529 for America
Nevada
None, but contributions may be subject to a sales charge depending on share class. $15 annual account maintenance fee for accounts with less than $25,000, waived for residents of Nevada, accounts in an automatic investment plan, or participants in particular corporate payroll deduction plans and affinity programs. 0.10% administrative fee to the state, plus reimbursed expenses of up to 0.04%, plus distribution/servicing fees as follows:

Money Market option: 0.25% (Class A), 0.25% (Class B), 0.50% (Class C)

Absolute Return Funds 100 and 300: 0.25% (Class A), 0.45% (Class B), 1.00% (Class C)

All other options: 0.25% (Classes A and D), 1.00% (Class B); 1.00% (Class C)

SSGA Upromise 529 Plan
Nevada
None. $20 annually, waived if either the account owner or beneficiary is a resident of Nevada or if the account owner is invested in the Savings Portfolio at the time the annual fee is assessed. 0.22% manager fee (0.27% for Savings Portfolio) plus state fee of 0.02% and tactical asset allocation fee of 0.07% for risk-based and age-based portfolios.
The Vanguard 529 College Savings Plan
Nevada
None. $20 annually on accounts below $3,000. 0.12% to 0.19%
USAA 529 College Savings Plan
Nevada
None. $10 annual minimum balance fee for accounts with a balance of less than $1,000 that are not in an automatic investment plan. Waived for accounts with a Nevada resident as account owner or beneficiary. 0.15%
Fidelity Advisor 529 Plan
New Hampshire
None, but contributions may be subject to a sales charge depending on unit class. $20 annually for accounts with less than $25,000, waived with automatic contributions of at least $50 per month of $150 per quarter. 0.20% management fee (includes 0.10% fee to the state), plus distribution/servicing fees as follows:

Fixed income, individual-fund portfolios: 0.15% (Class A), 1.00% (Class C), or 0.75% (Class P)

All other portfolios: 0.25% (Class A), 1.00% (Class C), or 0.75% (Class P)
UNIQUE College Investing Plan
New Hampshire
None. None. 0.09% for the index fund options (includes 0.05% state fee); 0.20% for the Fidelity fund options (includes 0.10% state fee); 0.35% for the multi-firm fund options (includes 0.10% state fee). For the Bank Deposit Portfolio, there is a 0.10% Program Management Fee (includes 0.05% state fee) and is based on the Federal Funds Target Rate.
Franklin Templeton 529 College Savings Plan
New Jersey
None, but contributions may be subject to a sales charge depending on share class. None 0.25% manager fee, plus distribution/servicing fees of 0.25% (Class A), or 1.00% (Classes B and C); none for Advisor class and Franklin Money Portfolio.
NJBEST 529 College Savings Plan
New Jersey
None. None. 0.10% manager fee
Scholar's Edge
New Mexico
None, but contributions may be subject to a sales charge depending on share class. $25 annually for accounts with less than $25,000, waived if either the designated beneficiary or account owner is a New Mexico resident and for accounts in an automatic contribution plan. 0.20% management fee (includes 0.08% fee to the state), plus distribution/servicing fees of 0.25% for Class A and 1.00% for Class C (0.50% for class C of the Capital Preservation Portfolio). The Institutional Money Market Portfolio has no distribution/servicing fees
The Education Plan's College Savings Program
New Mexico
None. $25 annually for accounts with less than $10,000, waived if either the designated beneficiary or account owner is a New Mexico resident, for accounts in an automatic contribution plan, and for accounts with all assets invested in index options. 0.10% management fee (includes 0.05% fee to the state)
New York's 529 Advisor-Guided College Savings Plan
New York
None, but contributions may be subject to a sales charge depending on share class. $25 annually for accounts with $25,000 or less. 0.30% manager fee, plus distribution/servicing fees of 0.25% (Class A), .90% - 1.00% (Class C), and None (Advisor Class)
New York's 529 College Savings Program -- Direct Plan
New York
None. None. 0.15% manager fee; fee includes underlying fund expenses.
NY ABLE
New York
None $13.75 quarterly with paper delivery for statements and confirmations, $11.25 quarterly if the account owner opts for electronic delivery.

$2 monthly service charge for investments in the Checking Option, waived for accounts with an average daily balance of more than $250 or electronic statement delivery.
0.36% to 0.38%
National College Savings Program
North Carolina
None. A $1.50/month ($18.00/year) fee is assessed per Account for paper delivery of statements and confirmations. This fee is waived if the Participant elects to receive electronic delivery. 0.25%
The NC ABLE Program
North Carolina
None $15 quarterly, reduced by $3.75 if owner elects to receive electronic statements and confirmations 0.32% for all investment options
College SAVE (Advisor)
North Dakota
None $20 annually, waived for North Dakota residents. 0.70% to 0.72% (includes 0.10% fee to the state), plus distribution fee of 0.30%; 0.47% for the Interest Accumulation Portfolio (distribution fee is waived)
College SAVE (Direct)
North Dakota
None. $20 annually, waived for North Dakota residents. 0.47% to 0.52% (including 0.10% fee to the state)
BlackRock CollegeAdvantage Advisor 529 Savings Plan
Ohio
None, but contributions may be subject to a sales charge depending on share class. $25 annually; waived if account owner is a resident of Ohio, the balance of all accounts with the same account owner and beneficiary is $25,000 or more, or the account owner makes periodic contributions via Automatic Investment Plan or payroll deduction. 0.21% (includes 0.02% fee to the state), plus distribution/servicing fees of 0.25% (Class A) or 1.00% (Class C).
CollegeAdvantage Guaranteed 529 Savings Plan
Ohio
None.    
Ohio CollegeAdvantage Direct 529 Savings Plan
Ohio
None. None. 0.14% manager fee plus 0.02% fee to the state.

Fifth Third options: No fees.

STABLE Account
Ohio
There is no application fee for online enrollments, but a fee of $50 will be assessed to all paper applications. $3.50 monthly State administrative fee of 0.19% for OH, GA, KY, VT, and MO residents, 0.45% for all others
Oklahoma College Savings Plan
Oklahoma
None. None. 0.30% manager fee. No fee for the Guaranteed Option.
Oklahoma Dream 529 Plan
Oklahoma
None, but contributions may be subject to a sales charge depending on share class. $5 quarterly for accounts with less than $20,000, waived with automatic contributions, or if total of all accounts with the same account owner equals or exceeds $50,000. Program manager fee: 0.50%
Servicing and administrative fee: 0.25% (0.10% for Money Market option)
Class A distribution fee: None
Class C distribution fee: 0.75% (none for Money Market option)
ABLEforAll
Oregon
None $55/annually State Administrative Fees of 0.30%
MFS 529 Savings Plan
Oregon
None, but contributions may be subject to a sales charge depending on share class. $25 annually for accounts with less than $25,000, waived for Oregon residents. 0.10% management fee (includes state portion with 0.05% waiver in effect), plus distribution/servicing fees of 0.25% (Class 529A) or 1.00% (Classes 529B and 529C). The management fee has been waived from 0.10% to 0.05% with waiver end dates ranging from August 2017 to May 2018, depending upon the portfolio.
Oregon ABLE Savings Plan
Oregon
None $22.50 annually until December 31, 2017; $35 annually beginning in 2018 State Administrative Fees of 0.30%
Oregon College Savings Plan
Oregon
None. None. 0.23% management fee (includes 0.05% fee to the state); none for the Principal Plus Interest Portfolio.
Private College 529 Plan
Other
None.    
PA ABLE
Pennsylvania
None $15 quarterly, $11.25 for those who receive account information electronically. $2 monthly, waived for those who receive account information electronically or who have an average monthly balance of $250 or more; other customary banking fees apply 0.32% for all investment options
Pennsylvania 529 Guaranteed Savings Plan
Pennsylvania
$50 for accounts opened by mail; $25 for accounts opened online with an electronic bank transfer. Waived for newborns and newly adopted children if the account is opened within six months of the child's birth or finalization of adoption. The plan imposes a 0.44% asset-based fee ($4.40 per $1,000 of account value per year) paid via reduction in plan credits. Account owners who receive statements and notices via email pay a 0.35% asset-based fee not to exceed $250 per year.  
Pennsylvania 529 Investment Plan
Pennsylvania
None. $18 annually, waived for accounts that have elected electronic delivery of all documents. 0.31%, consisting of 0.07% fee to the Commonwealth and 0.24% combined fee to Upromise and Vanguard
CollegeBound 529 (Advisor-sold)
Rhode Island
None, but contributions may be subject to a sales charge depending on share class. $20 annually for accounts with less than $25,000, waived for Rhode Island residents, and for accounts in the automatic contribution plan. 0.17% (includes 0.02% state administrative fee), plus distribution/servicing fee of 0.25% (Class A), 1.00% (Classes AR and C), or 0.00% (Class I). None for Class RA.
CollegeBound Saver (Direct-sold)
Rhode Island
None. None. 0.25%; none for Rhode Island residents
RI's ABLE
Rhode Island
None $40 annually, assessed $10/quarter, $15 quarterly; $3.75 discount for electronic delivery of statements and confirmations; $1.25 discount if account owner or authorized individual is a Rhode Island resident

Checking Option Only: Monthly service charge of $2.00, waived if Checking Option has average daily balance over $250 or by enrolling in electronic statement delivery at 53.com
0.32% for all investment options other than the Checking Option
Future Scholar 529 College Savings Plan (Advisor-sold)
South Carolina
None, but contributions may be subject to a sales charge depending on share class. $25 annually for accounts with less than $10,000, waived for South Carolina residents and state employees, and for accounts in the automatic contribution plan. Management fee:
0.06% on average daily net assets of each portfolio up to $1,499,999,000
0.05% on average daily net assets of each portfolio from $1,500,000,000 - $1,999,999,000
0.04% on average daily net assets of each portfolio from $2,000,000,000 - $2,499,999,000
0.04% on average daily net assets of each portfolio over $2,500,000,000
(None for Columbia Bank Deposit 529 Porfolio)

0.10% fee to the state, plus distribution/servicing fees of 0.15% - 0.25% (Class A), 0.75% - 1.00% (Class C), 0.50% (Class E), or none (Class I)
Future Scholar 529 College Savings Plan (Direct-sold)
South Carolina
None. None. None
South Carolina Tuition Prepayment Program
South Carolina
$85    
CollegeAccess 529 (Advisor-sold)
South Dakota
None, but contributions may be subject to a sales charge depending on share class. $5 per quarter for accounts with less than $20,000. The fee is waived for participants with an automatic investment plan, accounts where a common owner has accounts aggregating over $50,000 of value, and for South Dakota residents. 0.25% manager fee (waived for SD residents), plus distribution/servicing fees of 0.35% (Classes A and SD-A), 1.10% (Class C), or 1.00% (Class SD-C). Distribution/servicing fees for PIMCO Short Asset Investment & Ultrashort Bond portfolios: 0.10% (Class A and SD-A), 0.85% (Class C), or 0.75% (Class SD-C).
CollegeAccess 529 (Direct-sold)
South Dakota
None. None. None
ABLE TN
Tennessee
None None Program management fee ranges from 0.00% to 0.31%.
Tennessee's BEST Prepaid College Tuition Plan
Tennessee
None.    
TNStars College Savings 529 Program
Tennessee
None None 0.00% - 0.31%
Lonestar 529 Plan
Texas
None, but contributions may be subject to a sales charge depending on share class. None. 0.5350% management fee (including 0.0843% state fee) for all portfolios. Additional distribution/servicing fees of 0.25% (Class A) or 1.00% (Classes B and Advisor class). The U.S. Government Money Market Portfolio has no distribution/servicing fees.
Texas College Savings Plan
Texas
None. None. 0.535% manager fee (plus 0.0843% state administrative fee); no administrative fee for index portfolios.
Texas Guaranteed Tuition Plan
Texas
$50    
Texas Tuition Promise Fund
Texas
$25    
Utah Educational Savings Plan (UESP)
Utah
None. None Ranges from 0.11% to 0.20%, except the State Public Treasurers' Investment Fund incurs no additional expenses for Utah residents.
Vermont ABLE
Vermont
There is no application fee for online enrollments, but a fee of $50 will be assessed to all paper applications $5 monthly State administrative fee of 0.19%
Vermont Higher Education Investment Plan
Vermont
None. None. Plan management fee ranges from 0.25% - 0.28%; administrative fee of 0.05% for each portfolio.
ABLEnow
Virginia
None $3.25/monthly 0.10% and 0.15% on investment balances for the PNC and ABLEnow Administrative Fees, respectively
CollegeAmerica
Virginia
None, but contributions may be subject to a sales charge depending on share class. None. None (0.07% state administrative fee is included in the underlying fund expenses).
Invest529
Virginia
Effective May 1, 2014, VA529 no longer charges an application fee for this program if application is submitted online. None. 0.10% manager fee.
Prepaid529
Virginia
Effective May 1, 2014, VA529 no longer charges an application fee for this program if application is submitted online.    
Guaranteed Education Tuition (GET)
Washington
None for online enrollment; $50 for paper enrollment    
SMART529 Prepaid Tuition Plan
West Virginia
None.    
SMART529 Select
West Virginia
None. $25 annually, deducted at end of each year. Waived for accounts over $25,000, for WV residents, and for accounts in the automatic investment program. 0.47% management fee (includes 0.05% to the state).
SMART529 WV Direct College Savings Plan
West Virginia
None. None. Ranges from 0% to 0.03%. State fees are waived for participants in the direct plan.
The Hartford SMART529
West Virginia
None. $25 annually, deducted at the end of each year, waived for accounts over $25,000, for WV residents, and for accounts in the automatic investment program. No annual maintenance fee for Class E fee structure. 0.17% management fee (includes 0.07% to the state) except Stable Value has 0.15% management fee (includes 0.05% to the state), plus distribution/servicing fees of 0.25% (Class A), 0.80% (Class B), 0.99% (Class C), or 0% (Class E).
Edvest
Wisconsin
None. None. 0.08% management fee, none for the Principal Plus Interest Portfolio. These figures do not include the state administrative fee (0.10%) which is currently being waived.
Tomorrow's Scholar 529 Plan
Wisconsin
None, but contributions may be subject to a sales charge depending on share class. $25 annually per account option with $25,000 or less, waived with automatic deposits of $25 per month in each option (active for the 12 previous months without interruption or since account opening). 0.18% management fee (includes 0.10% fee to the state), plus distribution/servicing fees of 0.25% (Class A), 1.00% (Class AR for Rollovers), 1.00% (Class C), 0.50% (Class C1; TIAA-CREF portfolios), none (Class W), and 0.05% for TIAA-CREF Principal Protection Option. Class AR shares convert to Class A shares after one year at which time distribution/servicing fees are 0.25%. Class C shares convert to Class A shares after six years, at which time distribution/servicing fees are 0.25%.
 

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