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529 PLANS

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Plan Account maintenance fee:
MOST - Missouri's 529 College Savings Plan (Direct-sold)
Missouri
$10 annually, waived for account owners or beneficiaries who are Missouri residents, by choosing electronic delivery for all plan documents, or for accounts with greater than $10,000.
iShares 529 Plan
Arkansas
$10 annually, waived for accounts with $20,000 or more.
CollegeAmerica
Virginia
$10 annually.
CollegeCounts 529 Fund
Alabama
$12 annually, waived if either the account owner or designated beneficiary is an Alabama resident.
CollegeCounts 529 Fund Advisor Plan
Alabama
$12 annually, waived if either the account owner or designated beneficiary is an Alabama 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.
USAA 529 College Savings Plan
Nevada
$15 annual account maintenance fee, waived if either the account owner or beneficiary is a resident of Nevada. There is also a $15 annual minimum balance fee for accounts with a balance of less than $5,000 that are not in an automatic investment plan.
Scholars Choice College Savings Program
Colorado
$20 annual fee, waived for account owners or beneficiaries who are Colorado or Wyoming residents and for accounts with at least $2,500.
University of Alaska College Savings Plan
Alaska
$20 annually for accounts with less than $25,000, fee is prorated across all accounts for the same account owner and beneficiary if the total balance of all accounts is less than $25,000. The fee is waived for investments in the ACT portfolio and with automatic bank account investments or payroll deductions or if the total balance of all accounts owned by the same account owner, regardless of the beneficiary, is at least $75,000.
T. Rowe Price College Savings Plan
Alaska
$20 annually for accounts with less than $25,000, fee is prorated across all accounts for the same account owner and beneficiary if the total balance of all accounts is less than $25,000. The fee is waived with automatic bank account investments or payroll deductions or if the total balance of all accounts owned by the same account owner, regardless of the beneficiary, is at least $75,000.
Ivy Funds InvestEd Plan
Arizona
$20 annually for accounts with less than $25,000, waived for Arizona residents.
Fidelity Advisor 529 Plan
New Hampshire
$20 annually for accounts with less than $25,000, waived with automatic contributions.
College Savings Plans of Maryland -- College Investment Plan
Maryland
$20 annually for accounts with less than $25,000, waived with automatic investments.
The Vanguard 529 Savings Plan
Nevada
$20 annually on accounts below $3,000.
Idaho College Savings Program (IDeal)
Idaho
$20 annually unless either the account owner or beneficiary is a resident of Idaho.
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.
GIFT College Investing Plan
Arkansas
$20 annually, waived for Arkansas residents.
CollegeChoice 529 Direct Savings Plan
Indiana
$20 annually, waived for Indiana residents or beneficiaries and for accounts with $25,000.
College SAVE
North Dakota
$20 annually, waived for North Dakota residents.
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.
Hawaii's College Savings Program
Hawaii
$20 annually.
Direct Portfolio College Savings Plan
Colorado
$20 for accounts with less than $2,500, waived for Colorado residents and for accounts opting to receive all documents electronically.
New York's 529 Advisor-Guided College Savings Plan
New York
$25 annually for accounts with $25,000 or less.
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.
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.
MFS 529 Savings Plan
Oregon
$25 annually for accounts with less than $25,000, waived for Oregon residents.
CollegeBoundfund (Advisor-sold)
Rhode Island
$25 annually for accounts with less than $25,000, waived for Rhode Island residents, for accounts in the automatic contribution plan, and for unit class R.
Scholar'sEdge
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.
MOST - Missouri's 529 Advisor Plan
Missouri
$25 annually for accounts with less than $25,000.
Tomorrow's Scholar 529 Plan
Wisconsin
$25 annually per account option with $25,000 or less, waived for Wisconsin residents and for automatic deposits.
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.
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.
Montana Family Education Savings Program -- Investment Plan
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.
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.
BlackRock CollegeAdvantage 529 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.
John Hancock Freedom 529
Alaska
$25 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, and for accounts in an automatic contribution plan.
MACS 529 Advisor Program
Mississippi
$25 for accounts below $25,000.
Utah Educational Savings Plan (UESP)
Utah
$3 per $1,000 of account balance up to a maximum of $15 annually. Fee is waived for Utah residents and for non-Utah residents who agree to electronic delivery of quarterly account statements.
Bright Directions College Savings Program
Illinois
$3 per quarter
DC 529 College Savings Program (Advisor-sold)
District of Columbia
$30, reduced to $15 for DC residents.
DC 529 College Savings Program (Direct-sold)
District of Columbia
$30, reduced to $15 for DC residents.
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.
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.
NextGen College Investing Plan -- Client Select Series
Maine
$50 annually on accounts less than $20,000, waived when the account owner or beneficiary is a Maine resident, for employees of the program manager, for anyone making at least $2,500 in contributions during the year, and for Merrill Lynch employees. The annual account maintenance fee is reduced to $25 if an employer has arranged for an employee payroll direct deposit relationship with the program manager.
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.
Pennsylvania 529 Guaranteed Savings Plan
Pennsylvania
Beginning September 1, 2009, the plan imposes a 0.49% asset-based fee ($4.90 per $1,000 of account value per year) paid via reduction in plan credits.
CollegeWealth
Virginia
Fees set by participating banks or financial institutions.
NextGen College Investing Plan -- Client Direct Series
Maine
None
Nebraska Education Savings Trust -- Direct College Savings Plan
Nebraska
None
Franklin Templeton 529 College Savings Plan
New Jersey
None
TNStars College Savings 529 Program
Tennessee
None
Bright Start College Savings Program -- Direct-sold Plan
Illinois
None for Oppenheimer actively managed portfolios, $10 annually per portfolio for the Vanguard portfolio options.
Arizona Family College Savings Program -- CollegeSure® 529 Plan
Arizona
None.
Fidelity Arizona College Savings Plan
Arizona
None.
The ScholarShare College Savings Plan
California
None.
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.
Florida 529 Savings Plan
Florida
None.
Path2College 529 Plan
Georgia
None.
Bright Start College Savings Program -- Advisor-sold Plan
Illinois
None.
CollegeChoice CD 529 Savings Plan
Indiana
None.
College Savings Iowa
Iowa
None.
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.
START Saving Program
Louisiana
None.
U.Fund College Investing Plan
Massachusetts
None.
MI 529 Advisor Plan
Michigan
None.
Michigan Education Savings Program
Michigan
None.
Minnesota College Savings Plan
Minnesota
None.
Mississippi Affordable College Savings (MACS) Program
Mississippi
None.
Montana Family Education Savings Program -- Bank Plan
Montana
None.
Nebraska Education Savings Trust -- Advisor College Savings Plan
Nebraska
None.
State Farm College Savings Plan
Nebraska
None.
TD Ameritrade 529 College Savings Plan
Nebraska
None.
UNIQUE College Investing Plan
New Hampshire
None.
NJBEST 529 College Savings Plan
New Jersey
None.
New York's 529 College Savings Program -- Direct Plan
New York
None.
Ohio CollegeAdvantage 529 Savings Plan
Ohio
None.
Oklahoma College Savings Plan
Oklahoma
None.
Oregon College Savings Plan
Oregon
None.
Pennsylvania 529 Investment Plan
Pennsylvania
None.
CollegeBoundfund (Direct-sold, Alternative RI)
Rhode Island
None.
Future Scholar 529 College Savings Plan (Direct-sold)
South Carolina
None.
CollegeAccess 529 (Direct-sold)
South Dakota
None.
Lonestar 529 Plan
Texas
None.
Texas College Savings Plan
Texas
None.
Vermont Higher Education Investment Plan
Vermont
None.
Virginia529 inVEST
Virginia
None.
SMART529 WV Direct College Savings Plan
West Virginia
None.
Edvest
Wisconsin
None.