529 PLANS

Account maintenance fee

Plan Account maintenance fee:
CollegeCounts 529 Fund
Alabama
None. Enroll Now
CollegeCounts 529 Fund Advisor Plan
Alabama
$12 annually, waived if either the account owner or designated beneficiary is an Alabama resident. Plan Details
Enable Savings Plan Alabama
Alabama
$45 annually, assessed at $11.25 per quarter. Plan Details
Alaska ABLE Plan
Alaska
$60, assessed at $15 per calendar quarter. The quarterly fee is discounted by $3.75 for account owners who elect to receive statements via electronic delivery and further discounted by $1.25 per quarter for residents of Alaska.

$2 monthly service charge for investments in the Checking Option, waived for accounts with an average daily balance of more than $250.
Plan Details
John Hancock Freedom 529
Alaska
$15 charged in November of each year. Waived for account balances of $25,000 or more, for account balances of $75,000 or more when combined with other beneficiary accounts, or for accounts in an automatic contribution plan, or for Account Holders who elect to receive electronic statements and confirmations, or for Account Holders who invest through a financial intermediary that maintains the plan assets in an omnibus account. Plan Details
T. Rowe Price College Savings Plan
Alaska
None Enroll Now
University of Alaska College Savings Plan
Alaska
None Enroll Now
Arizona Family College Savings Program
Arizona
None. Enroll Now
AZ ABLE
Arizona
$42, $3.50 monthly per STABLE account Plan Details
Fidelity Arizona College Savings Plan
Arizona
None. Enroll Now
Ivy InvestEd 529 Plan
Arizona
$20 annually for accounts with less than $25,000, waived for Arizona residents and accounts with an automatic investment plan. Plan Details
GIFT College Investing Plan
Arkansas
$20 annually, waived for Arkansas residents. Plan Details
iShares 529 Plan
Arkansas
$10 annually, waived for accounts with $20,000 or more. Plan Details
ScholarShare 529
California
None. Plan Details
Colorado ABLE
Colorado
$60, assessed at $15 per calendar quarter. The quarterly fee is discounted by $3.75 for account owners who elect to receive statements via electronic delivery.

$2 monthly service charge for investments in the Checking Option, waived for accounts with an average daily balance of more than $250.
Plan Details
Direct Portfolio College Savings Plan
Colorado
$20 for accounts with less than $10,000, waived for Colorado residents and for accounts opting to receive all documents electronically. Enroll Now
Scholars Choice College Savings Program
Colorado
$20 annual fee, waived for account owners or beneficiaries who are Colorado or Wyoming residents (with account established prior to December 1, 2011 for Wyoming resident) and for accounts with at least $2,500. Plan Details
Smart Choice College Savings Plan
Colorado
None. Plan Details
Stable Value Plus College Savings Program
Colorado
None. Plan Details
Connecticut Higher Education Trust (CHET)
Connecticut
None. Plan Details
Connecticut Higher Education Trust (CHET) -- Advisor Plan
Connecticut
None. Plan Details
Delaware College Investment Plan
Delaware
None. Enroll Now
DC ABLE
District of Columbia
$60, assessed at $15 per calendar quarter. The quarterly fee is discounted by $3.75 for account owners who elect to receive statements via electronic delivery and further discounted by $1.25 if the owner is a District of Columbia resident.

$2 monthly service charge for investments in the Checking Option, waived for accounts with an average daily balance of more than $250.
Plan Details
DC College Savings Plan
District of Columbia
$15, reduced to $10 for DC residents, waived for accounts with a balance of $15,000 or more. Enroll Now
ABLE United
Florida
None, additional $10/annually for optional paper correspondence. Plan Details
Florida 529 Savings Plan
Florida
None. Plan Details
Georgia STABLE
Georgia
$42, $3.50 monthly per STABLE account Plan Details
Path2College 529 Plan
Georgia
None. Enroll Now
Hawaii's College Savings Program
Hawaii
$20 annually; $10 for account owners who are Hawaii residents. Enroll Now
Idaho College Savings Program (IDeal)
Idaho
$20 annually unless either the account owner or beneficiary is a resident of Idaho. Enroll Now
Bright Directions Advisor-Guided 529 College Savings Program
Illinois
None Plan Details
Bright Start Direct-Sold College Savings Program
Illinois
None. Enroll Now
Illinois ABLE
Illinois
$60, assessed at $15 per calendar quarter. The quarterly fee is discounted by $3.75 for account owners who elect to receive statements via electronic delivery.

$2 monthly service charge for investments in the Checking Option, waived for accounts with an average daily balance of more than $250.
Plan Details
CollegeChoice 529 Direct Savings Plan
Indiana
$20 annually, waived for Indiana residents or beneficiaries and for accounts with $25,000. Enroll Now
CollegeChoice Advisor 529 Savings Plan
Indiana
$20 annually, waived for accounts with an Indiana resident as owner or beneficiary and for accounts with balances of $25,000 or more. Plan Details
CollegeChoice CD 529 Savings Plan
Indiana
None. Enroll Now
INvestABLE Indiana
Indiana
$60, assessed at $15 per calendar quarter. The quarterly fee is discounted by $3.75 for account owners who elect to receive statements via electronic delivery.

$2 monthly service charge for investments in the Checking Option, waived for accounts with an average daily balance of more than $250.
Plan Details
College Savings Iowa
Iowa
None. Enroll Now
IAble Plan
Iowa
$60, assessed at $15 per calendar quarter. The quarterly fee is discounted by $3.75 for account owners who elect to receive statements via electronic delivery.

$2 monthly service charge for investments in the Checking Option, waived for accounts with an average daily balance of more than $250.
Plan Details
IAdvisor 529 Plan
Iowa
$25 annually, waived if the account balance in each investment option is greater than $25,000; waived for accounts with an automatic investment plan or payroll direct deposit of $100 per month in each investment option running on a monthly basis for 12 consecutive months. Plan Details
Kansas ABLE Savings Plan
Kansas
$60, assessed at $15 per calendar quarter. The quarterly fee is discounted by $3.75 for account owners who elect to receive statements via electronic delivery, and further discounted by $1.25 per quarter for residents of Kansas.

$2 monthly service charge for investments in the Checking Option, waived for accounts with an average daily balance of more than $250.
Plan Details
Learning Quest 529 Education Savings Program (Direct-sold)
Kansas
None. Plan Details
Learning Quest Advisor
Kansas
None. Plan Details
Schwab 529 College Savings Plan
Kansas
None. Plan Details
Kentucky Education Savings Plan Trust
Kentucky
None. Plan Details
STABLE Kentucky
Kentucky
$42, $3.50 monthly per STABLE account Plan Details
LA ABLE
Louisiana
None Plan Details
START Saving Program
Louisiana
None. Plan Details
NextGen 529 -- Client Direct Series
Maine
None Enroll Now
NextGen 529 -- Client Select Series
Maine
None Plan Details
Maryland 529 -- College Investment Plan
Maryland
None Enroll Now
Maryland ABLE
Maryland
$35 annually Plan Details
Attainable Savings Plan
Massachusetts
None Plan Details
U.Fund College Investing Plan
Massachusetts
None. Enroll Now
MI 529 Advisor Plan
Michigan
None. Plan Details
MiABLE
Michigan
$45 annually; $11.25 assessed quarterly Plan Details
Michigan Education Savings Program (MESP)
Michigan
None. Plan Details
Minnesota ABLE Plan
Minnesota
$60, assessed at $15 per calendar quarter. The quarterly fee is discounted by $3.75 for account owners who elect to receive statements via electronic delivery, and further discounted by $1.25 if the owner is a Minnesota resident.

$2 monthly service charge for investments in the Checking Option, waived for accounts with an average daily balance of more than $250.
Plan Details
Minnesota College Savings Plan
Minnesota
None. Plan Details
Mississippi Affordable College Savings (MACS) Program
Mississippi
$20 for account owners who have not elected to receive plan documents by electronic delivery Plan Details
MO ABLE
Missouri
$42, $3.50 monthly per STABLE account Plan Details
MOST - Missouri's 529 Savings Plan (Direct-sold)
Missouri
None Enroll Now
Achieve Montana
Montana
$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. Plan Details
Montana ABLE
Montana
$60, assessed at $15 per calendar quarter. The quarterly fee is discounted by $3.75 for account owners who elect to receive statements via electronic delivery.

$2 monthly service charge for investments in the Checking Option, waived for accounts with an average daily balance of more than $250.
Plan Details
Montana Family Education Savings Program -- Bank Plan
Montana
None. Plan Details
Enable Savings Plan
Nebraska
$45 annually, assessed at $11.25 per quarter Enroll Now
Nebraska Education Savings Trust -- Advisor College Savings Plan
Nebraska
None. Plan Details
Nebraska Education Savings Trust -- Direct College Savings Plan
Nebraska
None Enroll Now
State Farm College Savings Plan
Nebraska
$25, waived for accounts with a balance exceeding $20,000. Plan Details
TD Ameritrade 529 College Savings Plan
Nebraska
None. Plan Details
ABLE Nevada
Nevada
$60, assessed at $15 per calendar quarter. The quarterly fee is discounted by $3.75 for account owners who elect to receive statements via electronic delivery, and further discounted by $1.25 per quarter if the owner is a Nevada resident.

$2 monthly service charge for investments in the Checking Option, waived for accounts with an average daily balance of more than $250.
Plan Details
Putnam 529 for America
Nevada
$15 annual account maintenance fee for accounts with less than $25,000, waived for residents of Nevada, accounts in an automatic investment plan, or participants in particular corporate payroll deduction plans and affinity programs. Plan Details
SSGA Upromise 529 Plan
Nevada
$20 annually, waived if either the account owner or beneficiary is a resident of Nevada or if the account owner is invested in the Savings Portfolio at the time the annual fee is assessed. Plan Details
The Vanguard 529 College Savings Plan
Nevada
None Enroll Now
USAA 529 College Savings Plan
Nevada
$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. Plan Details
Wealthfront 529 College Savings Plan
Nevada
None Plan Details
Fidelity Advisor 529 Plan
New Hampshire
$20 annually for accounts with less than $25,000, waived with automatic contributions of at least $50 per month of $150 per quarter. Plan Details
STABLE New Hampshire
New Hampshire
$42, $3.50 monthly per STABLE account Plan Details
UNIQUE College Investing Plan
New Hampshire
None. Enroll Now
Franklin Templeton 529 College Savings Plan
New Jersey
None Plan Details
NJBEST 529 College Savings Plan
New Jersey
None. Enroll Now
ABLE New Mexico
New Mexico
$42, $3.50 monthly per STABLE account Plan Details
Scholar's Edge
New Mexico
$25 annually for accounts with less than $25,000, waived if either the designated beneficiary or account owner is a New Mexico resident and for accounts in an automatic contribution plan. Enroll Now
The Education Plan's College Savings Program
New Mexico
None Enroll Now
New York's 529 Advisor-Guided College Savings Plan
New York
$25 annually for accounts with $25,000 or less. Plan Details
New York's 529 College Savings Program -- Direct Plan
New York
None. Enroll Now
NY ABLE
New York
$13.75 quarterly with paper delivery for statements and confirmations, $11.25 quarterly if the account owner opts for electronic delivery.

$2 monthly service charge for investments in the Checking Option, waived for accounts with an average daily balance of more than $250 or electronic statement delivery.
Plan Details
National College Savings Program
North Carolina
A $1.50/month ($18.00/year) fee is assessed per Account for paper delivery of statements and confirmations. This fee is waived if the Participant elects to receive electronic delivery. Enroll Now
The NC ABLE Program
North Carolina
$60, assessed at $15 per calendar quarter. The quarterly fee is discounted by $3.75 for account owners who elect to receive statements via electronic delivery.

$2 monthly service charge for investments in the Checking Option, waived for accounts with an average daily balance of more than $250.
Plan Details
College SAVE (Advisor)
North Dakota
$20 annually, waived for North Dakota residents. Plan Details
College SAVE (Direct)
North Dakota
$20 annually, waived for North Dakota residents. Enroll Now
BlackRock CollegeAdvantage Advisor 529 Savings Plan
Ohio
$25 annually; waived if account owner is a resident of Ohio, the balance of all accounts with the same account owner and beneficiary is $25,000 or more, or the account owner makes periodic contributions via Automatic Investment Plan or payroll deduction. Plan Details
Ohios 529 Plan, CollegeAdvantage
Ohio
None. Enroll Now
STABLE Account
Ohio
$30, $2.50 monthly per STABLE account for Ohio residents; $42, $3.50 per month per STABLE account for residents of partner states, and $3.50 per month per STABLE account for residents of all other states. Plan Details
Oklahoma College Savings Plan
Oklahoma
None. Plan Details
Oklahoma Dream 529 Plan
Oklahoma
$5 quarterly for accounts with less than $20,000, waived with automatic contributions, or if total of all accounts with the same account owner equals or exceeds $50,000. Plan Details
Oklahoma STABLE
Oklahoma
$42, $3.50 monthly per STABLE account Plan Details
ABLEforAll
Oregon
$35 annually Plan Details
MFS 529 Savings Plan
Oregon
$25 annually for accounts with less than $25,000, waived for Oregon residents. Plan Details
Oregon ABLE Savings Plan
Oregon
$45 annually Plan Details
Oregon College Savings Plan
Oregon
None. Plan Details
PA ABLE
Pennsylvania
$60, assessed at $15 per calendar quarter. The quarterly fee is discounted by $3.75 for account owners who elect to receive statements via electronic delivery.

$2 monthly service charge for investments in the Checking Option, waived for accounts with an average daily balance of more than $250.
Plan Details
Pennsylvania 529 Guaranteed Savings Plan
Pennsylvania
The plan imposes a 0.44% asset-based fee ($4.40 per $1,000 of account value per year) paid via reduction in plan credits. Account owners who receive statements and notices via email pay a 0.35% asset-based fee not to exceed $250 per year. Plan Details
Pennsylvania 529 Investment Plan
Pennsylvania
$10 annually, waived for accounts that have elected electronic delivery of all documents. Plan Details
CollegeBound 529 (Advisor-sold)
Rhode Island
$20 annually for accounts with less than $25,000, waived for Rhode Island residents, and for accounts in the automatic contribution plan. Plan Details
CollegeBound Saver (Direct-sold)
Rhode Island
None. Enroll Now
RI's ABLE
Rhode Island
$60, assessed at $15 per calendar quarter. The quarterly fee is discounted by $3.75 for account owners who elect to receive statements via electronic delivery and further discounted by $1.25 per quarter for residents of Rhode Island.

$2 monthly service charge for investments in the Checking Option, waived for accounts with an average daily balance of more than $250.
Plan Details
Future Scholar 529 College Savings Plan (Advisor-sold)
South Carolina
$25 annually for accounts with less than $10,000, waived for South Carolina residents and state employees, and for accounts in the automatic contribution plan. Plan Details
Future Scholar 529 College Savings Plan (Direct-sold)
South Carolina
None. Enroll Now
SC ABLE Savings Program
South Carolina
$42, $3.50 monthly per STABLE account Plan Details
CollegeAccess 529 (Advisor-sold)
South Dakota
$5 per quarter for accounts with less than $20,000. The fee is waived for participants with an automatic investment plan, accounts where a common owner has accounts aggregating over $50,000 of value, and for South Dakota residents. Plan Details
CollegeAccess 529 (Direct-sold)
South Dakota
None. Plan Details
ABLE TN
Tennessee
None Plan Details
TNStars College Savings 529 Program
Tennessee
None Plan Details
Lonestar 529 Plan
Texas
None. Plan Details
Texas ABLE
Texas
$48, $4.00 monthly Plan Details
Texas College Savings Plan
Texas
None. Enroll Now
my529
Utah
None Plan Details
Vermont ABLE
Vermont
$42, $3.50 monthly per STABLE account Plan Details
Vermont Higher Education Investment Plan
Vermont
$10 annually, waived for accounts that have elected electronic delivery of all documents. Plan Details
ABLEAmerica
Virginia
$10, currently waived Plan Details
ABLEnow
Virginia
$3.25/monthly Enroll Now
CollegeAmerica
Virginia
None. Plan Details
Invest529
Virginia
None. Enroll Now
DreamAhead College Investment Plan
Washington
$35 annually Plan Details
SMART529 Select
West Virginia
$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. Plan Details
SMART529 WV Direct College Savings Plan
West Virginia
None. Plan Details
The Hartford SMART529
West Virginia
$25 annually, deducted at the end of each year, waived for accounts over $25,000, for WV residents, and for accounts in the automatic investment program. No annual maintenance fee for Class E fee structure. Plan Details
WV ABLE
West Virginia
$42, $3.50 monthly per STABLE account Plan Details
Edvest
Wisconsin
None. Plan Details
Tomorrow's Scholar 529 Plan
Wisconsin
$25 annually per account option with $25,000 or less, waived with automatic deposits of $25 per month in each option (active for the 12 previous months without interruption or since account opening). AR shares are not subject to the $25 annual maintenance fee. Plan Details
WY ABLE
Wyoming
$42, $3.50 monthly per STABLE account Plan Details
 

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