529 PLANS

Compare by Features

Plan Account maintenance fee:
CollegeCounts 529 Fund
Alabama
None.
CollegeCounts 529 Fund Advisor Plan
Alabama
$12 annually, waived if either the account owner or designated beneficiary is an Alabama resident.
Enable Savings Plan Alabama
Alabama
$45 annually, assessed at $11.25 per quarter.
Alaska ABLE Plan
Alaska
$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.
John Hancock Freedom 529
Alaska
$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.
T. Rowe Price College Savings Plan
Alaska
None
University of Alaska College Savings Plan
Alaska
None
Arizona Family College Savings Program
Arizona
None.
Fidelity Arizona College Savings Plan
Arizona
None.
Ivy InvestEd 529 Plan
Arizona
$20 annually for accounts with less than $25,000, waived for Arizona residents and accounts with an automatic investment plan.
GIFT College Investing Plan
Arkansas
$20 annually, waived for Arkansas residents.
iShares 529 Plan
Arkansas
$10 annually, waived for accounts with $20,000 or more.
ScholarShare 529
California
None.
Colorado ABLE
Colorado
$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.
Direct Portfolio College Savings Plan
Colorado
$20 for accounts with less than $10,000, waived for Colorado residents and for accounts opting to receive all documents electronically.
Scholars Choice College Savings Program
Colorado
$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.
Smart Choice College Savings Plan
Colorado
None.
Stable Value Plus College Savings Program
Colorado
None.
Connecticut Higher Education Trust (CHET)
Connecticut
None.
Connecticut Higher Education Trust (CHET) -- Advisor Plan
Connecticut
None.
Delaware College Investment Plan
Delaware
None.
DC 529 College Savings Program (Advisor-sold)
District of Columbia
$15, reduced to $10 for DC residents.
DC ABLE
District of Columbia
$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.
DC College Savings Plan
District of Columbia
$15, reduced to $10 for DC residents.
ABLE United
Florida
$2.50 monthly fee with electronic correspondence, additional $10/annually for optional paper correspondence
Florida 529 Savings Plan
Florida
None.
Georgia STABLE
Georgia
$3.50 monthly
Path2College 529 Plan
Georgia
None.
Hawaii's College Savings Program
Hawaii
$20 annually; $10 for account owners who are Hawaii residents.
Idaho College Savings Program (IDeal)
Idaho
$20 annually unless either the account owner or beneficiary is a resident of Idaho.
Bright Directions Advisor-Guided 529 College Savings Program
Illinois
None
Bright Start Advisor-Sold College Savings Program
Illinois
None.
Bright Start Direct-Sold College Savings Program
Illinois
None.
Illinois ABLE
Illinois
$15 Quarterly
CollegeChoice 529 Direct Savings Plan
Indiana
$20 annually, waived for Indiana residents or beneficiaries and for accounts with $25,000.
CollegeChoice Advisor 529 Savings Plan
Indiana
$20 annually, waived for accounts with an Indiana resident as beneficiary and for accounts with balances of $25,000 or more.
CollegeChoice CD 529 Savings Plan
Indiana
None.
INvestABLE Indiana
Indiana
$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.
College Savings Iowa
Iowa
None.
IAble Plan
Iowa
$5 monthly, discounted by $3.75 if the owner elects to receive electronic statements and confirmations
IAdvisor 529 Plan
Iowa
$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.
Kansas ABLE Savings Plan
Kansas
$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
Learning Quest 529 Education Savings Program (Direct-sold)
Kansas
None.
Learning Quest Advisor
Kansas
None.
Schwab 529 College Savings Plan
Kansas
None.
Kentucky Education Savings Plan Trust
Kentucky
None.
STABLE Kentucky
Kentucky
$3.50 monthly
LA ABLE
Louisiana
None
START Saving Program
Louisiana
None.
NextGen College Investing Plan -- Client Direct Series
Maine
None
NextGen College Investing Plan -- Client Select Series
Maine
None
College Savings Plans of Maryland -- College Investment Plan
Maryland
None
Attainable Savings Plan
Massachusetts
$7.50
U.Fund College Investing Plan
Massachusetts
None.
MI 529 Advisor Plan
Michigan
None.
MiABLE
Michigan
$45 annually
Michigan Education Savings Program
Michigan
None.
Minnesota ABLE Plan
Minnesota
$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
Minnesota College Savings Plan
Minnesota
None.
Mississippi Affordable College Savings (MACS) Program
Mississippi
$20 for account owners who have not elected to receive plan documents by electronic delivery
MO ABLE
Missouri
$3.50 monthly
MOST - Missouri's 529 College Savings Plan (Direct-sold)
Missouri
None
Achieve Montana
Montana
$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.
Montana ABLE
Montana
$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
Montana Family Education Savings Program -- Bank Plan
Montana
None.
Enable Savings Plan
Nebraska
$45 annually, assessed at $11.25 per quarter
Nebraska Education Savings Trust -- Advisor College Savings Plan
Nebraska
None.
Nebraska Education Savings Trust -- Direct College Savings Plan
Nebraska
None
State Farm College Savings Plan
Nebraska
None.
TD Ameritrade 529 College Savings Plan
Nebraska
None.
ABLE Nevada
Nevada
$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
Putnam 529 for America
Nevada
$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.
SSGA Upromise 529 Plan
Nevada
$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.
The Vanguard 529 College Savings Plan
Nevada
$20 annually on accounts below $3,000.
USAA 529 College Savings Plan
Nevada
$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.
Fidelity Advisor 529 Plan
New Hampshire
$20 annually for accounts with less than $25,000, waived with automatic contributions of at least $50 per month of $150 per quarter.
UNIQUE College Investing Plan
New Hampshire
None.
Franklin Templeton 529 College Savings Plan
New Jersey
None
NJBEST 529 College Savings Plan
New Jersey
None.
Scholar's Edge
New Mexico
$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.
The Education Plan's College Savings Program
New Mexico
$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.
New York's 529 Advisor-Guided College Savings Plan
New York
$25 annually for accounts with $25,000 or less.
New York's 529 College Savings Program -- Direct Plan
New York
None.
NY ABLE
New York
$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.
National College Savings Program
North Carolina
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.
The NC ABLE Program
North Carolina
$15 quarterly, reduced by $3.75 if owner elects to receive electronic statements and confirmations
College SAVE (Advisor)
North Dakota
$20 annually, waived for North Dakota residents.
College SAVE (Direct)
North Dakota
$20 annually, waived for North Dakota residents.
BlackRock CollegeAdvantage Advisor 529 Savings Plan
Ohio
$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.
Ohio CollegeAdvantage Direct 529 Savings Plan
Ohio
None.
STABLE Account
Ohio
$3.50 monthly
Oklahoma College Savings Plan
Oklahoma
None.
Oklahoma Dream 529 Plan
Oklahoma
$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.
ABLEforAll
Oregon
$55/annually
MFS 529 Savings Plan
Oregon
$25 annually for accounts with less than $25,000, waived for Oregon residents.
Oregon ABLE Savings Plan
Oregon
$22.50 annually until December 31, 2017; $35 annually beginning in 2018
Oregon College Savings Plan
Oregon
None.
PA ABLE
Pennsylvania
$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
Pennsylvania 529 Guaranteed Savings Plan
Pennsylvania
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
$18 annually, waived for accounts that have elected electronic delivery of all documents.
CollegeBound 529 (Advisor-sold)
Rhode Island
$20 annually for accounts with less than $25,000, waived for Rhode Island residents, and for accounts in the automatic contribution plan.
CollegeBound Saver (Direct-sold)
Rhode Island
None.
RI's ABLE
Rhode Island
$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
Future Scholar 529 College Savings Plan (Advisor-sold)
South Carolina
$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.
Future Scholar 529 College Savings Plan (Direct-sold)
South Carolina
None.
CollegeAccess 529 (Advisor-sold)
South Dakota
$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.
CollegeAccess 529 (Direct-sold)
South Dakota
None.
ABLE TN
Tennessee
None
TNStars College Savings 529 Program
Tennessee
None
Lonestar 529 Plan
Texas
None.
Texas College Savings Plan
Texas
None.
Utah Educational Savings Plan (UESP)
Utah
None
Vermont ABLE
Vermont
$5 monthly
Vermont Higher Education Investment Plan
Vermont
None.
ABLEnow
Virginia
$3.25/monthly
CollegeAmerica
Virginia
None.
Invest529
Virginia
None.
SMART529 Select
West Virginia
$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.
SMART529 WV Direct College Savings Plan
West Virginia
None.
The Hartford SMART529
West Virginia
$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.
Edvest
Wisconsin
None.
Tomorrow's Scholar 529 Plan
Wisconsin
$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).
 

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