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.
- Program typeSavings
- State agencyNebraska State Treasurer
- Tax deduction
- Program ManagerUnion Bank and Trust Company
- Program distributorNorthern Trust Securities, Inc
Age-Based 13-14 years old
|Asset Class||% Assets||Category Avg.|
|Short Term Bond||13%||7.67%|
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.
Growth of $10,000
Data in "Growth of $10,000" is based on historical annual performance data.
Data as of 09/30/2022.
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Each portfolio is assigned to a category of similar portfolios for comparison purposes. Read about our methodology for categorizing portfolios.
Category averages are designed to be a representation of all portfolios with a similar risk profile (represented as a % of equity).
Category averages are designed to be a representation of all portfolios with a similar age and risk profile (represented as a % of equity).