Nebraska's Bloomwell 529 Education Savings Plan is issued by the Nebraska Educational Savings Plan Trust and administered by the Nebraska State Treasurer. The plan offers two age-based and two static options including ESG funds, and 17 individual fund options.
- Program typeSavings
- Inception2010, rebranded in 2021
- State agencyNebraska State Treasurer
- Tax deduction
- Program ManagerUnion Bank and Trust Company
- Program distributorUnion Bank and Trust Company
Socially Aware All Equity
Asset Allocation
| Asset Class | % Assets | Category Avg. |
|---|---|---|
| US Stock | 100% | 70.86% |
| Foreign Stock | 0% | 24.9% |
| Real Estate | 0% | 3.62% |
| Bond | 0% | 0.57% |
| Short Term Bond | 0% | 0.01% |
| Cash/MM | 0% | 0.05% |
Performance
Fees & Expenses (1 Year)
Total Expense Ratio
Fees vs Performance
Calculate your fee
Each investment portfolio within a 529 plan carries with it a certain fee, known as the expense ratio. These annual fees are calculated based on a percentage of the investment balance. Enter the information below to see how much in fees you will pay over the course of your investment.
Data as of 06/30/2024.
Disclaimer: The information contained herein: (1) is proprietary to Saving for College LLC and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Saving for College LLC nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results.
Each portfolio is assigned to a category of similar portfolios for comparison purposes. Read about our methodology for categorizing portfolios.
Category average
Category averages are designed to be a representation of all portfolios with a similar risk profile (represented as a % of equity).