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Compare 529 Plans by Features
Plan
Enrollment or application fee
Account maintenance fee
None.
$20 for accounts with less than $10,000, waived for Colorado residents and for accounts opting to receive all documents electronically.
District of Columbia
None
$15, reduced to $10 for DC residents, waived for accounts with a balance of $15,000 or more.
None.
$20 annually; none for account owners who are Hawaii residents.
None.
$20 annually unless either the account owner or beneficiary is a resident of Idaho.
None.
$20 annually, waived for Indiana residents or beneficiaries and for accounts with $25,000.
None.
$20 for account owners who have not elected to receive plan documents by electronic delivery
Montana
None.
$25 annually, waived for accounts with a Montana resident as beneficiary and for accounts with balances of $25,000 or more and for account with automatic bank deposits or by payroll deduction.
None.
$10 annual minimum balance fee for accounts with a balance of less than $1,000 that do not have automatic deposit; waived for Nevada residents.
North Carolina
None.
There are no account maintenance fees. If a participant chooses to receive paper statements and confirmations, rather than electronic, a fee of $1.50/month ($18.00/year) is charged to the account to cover printing, mailing, and other associated costs.
North Dakota
None.
$20 annually, waived for : (i) Accounts with a Participant or Designated Beneficiary that is a resident of North Dakota; (ii) Accounts, established prior to February 28, 2002, with a Participant or Designated Beneficiary that was a resident of South Dakota at the time such Account was established; and (iii) Accounts in the New Baby Match, BND Match and Kindergarten Kickoff Match programs.
Pennsylvania 529 Investment Plan
Pennsylvania
None.
$10 annually, waived for accounts that have elected electronic delivery of all documents.
None.
A $25 mail delivery fee is charged annually, waived for accounts that have elected electronic delivery of all documents.
Virginia
Effective May 1, 2014, VA529 no longer charges an application fee for this program if application is submitted online.
None.
West Virginia
None.
$25 annually, deducted at end of each year. Waived for accounts over $25,000, for WV residents, and for accounts in the automatic investment program.