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General Information
Private College 529 Plan
Formerly known as Independent 529 Plan, the Private College 529 Plan is the only private-college-run 529 plan in the country, this prepayment program allows families to lock in tuition at any of nearly 300 participating private colleges.
Our Ratingix
4 of 5
Fee Scoreix
4 of 5
Performanceix
N/A
- Program typeInstitutional prepaid contract
- Enrollment periodOpen year-round
- Inception2003
- State agencyThis is not a state-sponsored program. The sponsor is Tuition Plan Consortium LLC (TPC), a non-profit membership organization comprised of participating colleges and universities. TPC is responsible for the Plan design, qualification under Section 529, oversight of the Program Trust, and administration of the Plan. TPC is authorized to appoint the trustee of the qualified trust that is required to be established under the Plan. TPC has appointed OFI Trust Company as Program Trustee to provide trust services. TPC also is authorized under the Plan documents to engage service providers to perform certain functions on its behalf and has engaged OFI Private Investments Inc. as Program Manager to provide certain services. Distribution services for the Plan are provided by OppenheimerFunds Distributor, Inc., an affiliate of the Program Manager.
- Tax deduction
Investors in Private College 529 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.
| Portfolio | E.R.ix | % Equity | 1YR Performance | Rank |
|---|
Sorry. No investment options found with an expense ratio lower than 2.5%
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.
| Portfolio | E.R.ix | % Equity | 1YR Performance | Rank |
|---|
Sorry. No investment options found with an expense ratio lower than 2.5%
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.
| Portfolio | E.R.ix | % Equity | 1YR Performance | Rank |
|---|
Sorry. No investment options found with an expense ratio lower than 2.5%
Use the form below to filter through the investment options in this plan