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Website Content
| Free | Premium Service | 529 Pro Directory | |
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| Tutorial: The Basics |  |
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| Eligible Institutions | |
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| 529 Plan Details | |
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| Compare 529 Plans | |
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| 5-Cap Ratings | |
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| Enroll in a 529 Plan | |
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| 529 News | |
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| 529 Performance Rankings |  |
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| Portfolio Fee & Performance Lookup | |
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| State Tax 529 Calculator | |
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| Technical Resources Library | |
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| Practice Building Resources | |
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| 529 Plan Composite Rankings | |
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| 529 Asset Allocation Category Rankings | |
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| Gift Tax Center | |
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| Income Tax Center | |
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| 529 Pro Update | |
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| Financial Aid | |
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| Help Desk | |
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| Message Board | |
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Plan Details
| General | Free | Premium Service | 529 Pro Directory |
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| Summary: | |
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| Program type: | |
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| How to enroll: | |
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| Initial year of operation: | |
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| Enrollment period: | |
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| State agency(ies): | |
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| Program manager: | |
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| Program distributor: | |
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| Manager contract term: | |
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| Eligibility | Free | Premium Service | 529 Pro Directory |
| State residency requirements: | |
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| Who can be a participant/owner in the program? | |
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| Significant time or age restrictions imposed by the program: | |
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| Contributions | Free | Premium Service | 529 Pro Directory |
| Maximum contributions: | |
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| Minimum contributions: | |
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| Investment Options | Free | Premium Service | 529 Pro Directory |
| Age-based investment options: | |
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| Static investment options: | |
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| Underlying investments: | |
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| Underlying fund allocations: | |
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| Investment performance link: | |
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| Portfolio Fees & Performance Lookup | |
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| Contractual Features | Free | Premium Service | 529 Pro Directory |
| Current value of one unit: | |
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| Contract prices: | |
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| Current unit price: | |
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| Available tuition packages: | |
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| Benefits for beneficiary attending private or out-of-state institution: | |
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| Contract payment options: | |
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| Are program benefits backed by the full faith and credit of the state? | |
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| Are program benefits collateralized or guaranteed in any other way? | |
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| Fees & Expenses | Free | Premium Service | 529 Pro Directory |
| Enrollment or application fee: | |
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| Account maintenance fee: | |
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| Program management fees: | |
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| Expenses of the underlying investments: | |
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| Total asset-based expense ratio: | |
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| Broker loads and commissions: | |
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| Breakpoint pricing: | |
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| Taxes and other Benefits | Free | Premium Service | 529 Pro Directory |
| Program match on contributions: | |
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| State tax deduction or credit for contributions: | |
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| Value of in-state tax benefits: | |
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| Tax recapture provisions: | |
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| State tax treatment of qualified distributions: | |
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| State tax treatment of rollovers: | |
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| Does the sponsoring state exclude the value of an account for state financial aid purposes? | |
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| Does participation in the program provide beneficiaries with any advantages in qualifying for resident tuition status at state institutions? | |
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| Does the program have a formal agreement with a rewards program or outside scholarship program? | |
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| Statutory protection of an account from creditors: | |
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| Distributions & Terminations | Free | Premium Service | 529 Pro Directory |
| To whom are distributions made payable: | |
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| Account Changes | Free | Premium Service | 529 Pro Directory |
| Policy regarding participant/owner changes: | |
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| Documents, Access & Reporting | Free | Premium Service | 529 Pro Directory |
| Does participant have online password-protected access to account? | |
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| Can the complete enrollment process including funding be done online? | |
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| Documents and other services accessible or downloadable on the program's public Web site: | |
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| Contact | Free | Premium Service | 529 Pro Directory |
| Telephone: | |
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| Telephone for broker use: | |
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| Web site: | |
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| More Details | Free | Premium Service | 529 Pro Directory |
| Subscription recommended | |
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