General Information

State Farm 529 Savings Plan logo

State Farm 529 Savings Plan

Nebraska's State Farm 529 Savings Plan utilizes Vanguard, State Street, DFA and iShares funds in its age-based and static portfolios. Union Bank and Trust Company serves as program manager, succeeding First National Bank and Oppenheimer/OFI. To find a financial advisor in your area, use the Directory of Financial Professionals.

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  • Program typeSavings
  • Inception2003
  • State agency
    Nebraska State Treasurer
  • Tax deduction
  • Program Manager
    Union Bank and Trust Company
  • Program distributor
    Northern Trust Securities, Inc

Investors in State Farm 529 Savings Plan can select from the following investment options. Click on a portfolio name for more information.

Use the form below to filter through the investment options in this plan

Child age

Max Expense Ratio:2.5%

Age Based Investment Options

Sometimes referred to as the enrollment-based option, this is an investment approach where your asset allocation is programmed to change over time. Accounts for young beneficiaries are invested aggressively and accounts for beneficiaries with college right around the corner are invested much more conservatively. In some 529 plans, the age-based option operates by automatically transferring your investment from one static portfolio to another at certain points in time. Others utilize lifecycle funds or employ lifecycle-type tactics within the portfolio containing your investment so that it is not necessary to transfer your investment between portfolios.

PortfolioE.R.x% Equity1YR PerformanceRank
Age-Based Newborn to 2 years old0.47%100%N/AN/A
Age-Based 3-5 years old0.47%95%N/AN/A
Age-Based 6-8 years old0.47%85%N/AN/A
Age-Based 9-10 years old0.47%75%N/AN/A
Age-Based 11-12 years old0.47%65%N/AN/A
Age-Based 13-14 years old0.48%45%N/AN/A
Age-Based 15-16 years old0.49%55%N/AN/A
Age-Based 17-18 years old0.49%35%N/AN/A
Age-Based 19 years and older0.5%25%N/AN/A

Static Investment Options

This refers to an investment option that is not programmed to change over time. The individual fund portfolio and multi-fund portfolio described below are static options. So are many portfolios that do not use mutual funds, such as stable-value options, guaranteed options, CD options, etc.

PortfolioE.R.x% Equity1YR PerformanceRank
All Equity0.47%100%N/AN/A
Moderate Growth0.48%65%N/AN/A

Individual Investment Options

Sometimes called a single-fund option, this is a portfolio invested in a single mutual fund. Often the name of the 529 portfolio is very similar to the name of the underlying mutual fund. A large number of broker-sold 529s offer an extensive line-up of individual fund options, while a smaller number of direct-sold 529s offer them.

PortfolioE.R.x% Equity1YR PerformanceRank
Money Market0.35%0%N/AN/A
Bank Savings0.17%0%N/AN/A

Use the form below to filter through the investment options in this plan

Child age

Max Expense Ratio:2.5%