529 PLANS

Expenses of the underlying investments

Plan Expenses of the underlying investments:
CollegeCounts 529 Fund
Alabama
Ranges from 0.04% to 0.07% (portfolio weighted average) in the age-based and static multi-fund portfolios, and 0.02% to 0.63% in the individual-fund portfolios. Enroll Now
CollegeCounts 529 Fund Advisor Plan
Alabama
Ranges from 0.28% to 0.50% (portfolio weighted average) in the age-based and static multi-fund portfolios, and 0.10% to 1.25% in the individual-fund portfolios. Plan Details
Enable Savings Plan Alabama
Alabama
Ranges from 0.05% to 0.06%, depending on the selected investment option. The checking option has no asset-based fees. Plan Details
Alaska ABLE Plan
Alaska
Ranges from 0.02% to 0.06%, depending on the investment option chosen Plan Details
John Hancock Freedom 529
Alaska
Ranges from 0.57% to 0.96% (portfolio weighted average) in the age-based and static multi-fund portfolios, 0.66% to 0.90% in the individual-fund portfolios, and 0.40% in the money market portfolio. Plan Details
T. Rowe Price College Savings Plan
Alaska
Ranges from 0.44% to 0.65% in the age-based portfolios; 0.30% to 0.65% in the static portfolios and 0.38% in the Money Market portfolio (portfolio weighted averages). Enroll Now
University of Alaska College Savings Plan
Alaska
Ranges from 0.44% to 0.65% in the age-based portfolios and 0.28% to 0.65% in the static portfolios; 0.38% in the money market portfolio (portfolio weighted averages). Enroll Now
Arizona Family College Savings Program
Arizona
Not applicable, interest rate on CD is tied to a formula. No fees associated with the Honors Savings Account. Enroll Now
AZ ABLE
Arizona
Ranges from 0.12% to 0.15%, none for the BankSafe option Plan Details
Fidelity Arizona College Savings Plan
Arizona
Ranges from 0.02% to 0.11% annualized in the Fidelity index fund portfolios, from 0.33% to 0.79% annualized in the Fidelity funds portfolios, and 0.54% to 0.81% in the multi-firm portfolios. For the Bank Deposit Portfolio, there is no underlying fund expense. There is, however, a Bank Administration Fee, which ranges from 0.00%-0.40% and is based on the Federal Funds Target Rate. Enroll Now
Ivy InvestEd 529 Plan
Arizona
Ranges from 0.49% to 0.76% in the InvestEd Portfolios; 0.35% to 1.23% in the Ivy Fund Portfolios; 0.56% in the Ivy Government Money Market portfolio (no distribution fee). Plan Details
GIFT College Investing Plan
Arkansas
Not applicable, included in the program management fee. Plan Details
iShares 529 Plan
Arkansas
Ranges from 0.06% to 0.15% (portfolio weighted average) in the Year-to-Enrollment and Asset Allocation Portfolios, 0.03% to 0.49% in the Custom Portfolios, none for the Savings Portfolio. Plan Details
ScholarShare 529
California
Ranges from 0.05% to 0.12% annualized in the index fund portfolios, from 0.23% to 0.49% annualized in the actively managed fund portfolios, 0.08% to 0.17% in the passive portfolios, 0.18 in the Social Choice Portfolio, and none for the Principal Plus Interest Portfolio. Plan Details
Colorado ABLE
Colorado
Ranges from 0.02% to 0.05%, depending on the investment option chosen; none for the Checking Option Plan Details
Direct Portfolio College Savings Plan
Colorado
Not applicable, included in the program management fee. Enroll Now
Scholars Choice College Savings Program
Colorado
Ranges from 0.27% to 0.80% (portfolio weighted average) in the age-based and static multi-fund portfolios; 0.58% to 1.27% in the individual portfolios. Plan Details
Smart Choice College Savings Plan
Colorado
Not applicable. Plan Details
Stable Value Plus College Savings Program
Colorado
Not applicable, included in the program management fee. Plan Details
Connecticut Higher Education Trust (CHET)
Connecticut
Ranges from 0.15% to 0.38% for the age-based options, and from 0.08% to 0.91% for static options. None for the Principal Plus Interest option. Plan Details
Connecticut Higher Education Trust (CHET) -- Advisor Plan
Connecticut
Ranges from 0.35% to 0.63% (portfolio weighted average) in aged based and static multi-funds portfolios, and from 0.23% to 0.77% in the individual fund portfolios. Plan Details
Delaware College Investment Plan
Delaware
Ranges from 0.02% to 0.11% annualized in the Fidelity index fund portfolios, from 0.33% to 0.79% annualized in the Fidelity funds portfolios, and 0.54% to 0.81% in the multi-firm portfolios. For the Bank Deposit Portfolio, there is no underlying fund expense. There is, however, a Bank Administration Fee, which ranges from 0.00%-0.40% and is based on the Federal Funds Target Rate. Enroll Now
DC ABLE
District of Columbia
Ranges from 0.02% to 0.05%, depending on the investment option chosen; none for the Checking Option Plan Details
DC College Savings Plan
District of Columbia
Ranges from 0.01% to 0.05% (portfolio weighted average) in the age-based portfolios, 0.03% to 0.44% in the individual-fund portfolios. None for the Principal Protected Portfolio. Enroll Now
ABLE United
Florida
Ranges from 0.035% to 0.29%, depending on the investment option chosen Plan Details
Florida 529 Savings Plan
Florida
Not applicable, included in the program management fee. Plan Details
Georgia STABLE
Georgia
Ranges from 0.12% to 0.15%, none for the BankSafe option Plan Details
Path2College 529 Plan
Georgia
0.06% to 0.18%; none for the Guaranteed Option. Enroll Now
Hawaii's College Savings Program
Hawaii
Not applicable, included in the program manager fee. Enroll Now
Idaho College Savings Program (IDeal)
Idaho
Not applicable, included in the program manager fee. Enroll Now
Bright Directions Advisor-Guided 529 College Savings Program
Illinois
Ranges from 0.31% to 0.43% (portfolio weighted average) in the age-based and static multi-fund portfolios, 0.025% to 1.18% in the individual-fund portfolios Plan Details
Bright Start Direct-Sold College Savings Program
Illinois
Index Portfolios:
0.04% to 0.07% Age-Based & Static Portfolios (portfolio weighted average)
0.02% - 0.10% Individual Fund Portfolios

Multi-Firm Portfolios:
0.15% to 0.35% Age-Based & Static Portfolios (portfolio weighted average)
0.11% - 0.72% Actively Managed Individual Fund Portfolios
Enroll Now
Illinois ABLE
Illinois
Ranges from 0.02% to 0.06%, depending on the investment option chosen Plan Details
CollegeChoice 529 Direct Savings Plan
Indiana
Ranges from 0.06% to 0.12% in the Year of Enrollment Option and from 0.02% to 0.64% in the Individual Portfolios (portfolio weighted average). None in the Savings Portfolio. Enroll Now
CollegeChoice Advisor 529 Savings Plan
Indiana
Ranges from 0.05% to 0.11% in the Year of Enrollment portfolio option and from 0.04% to 0.84% in the Individual portfolio options (portfolio weighted average). None for the Savings Portfolio. Plan Details
CollegeChoice CD 529 Savings Plan
Indiana
Not applicable, interest rate on CD is tied to a formula. No fees associated with the Honors Savings Account. Enroll Now
INvestABLE Indiana
Indiana
Ranges from 0.02% to 0.05%, depending on the investment option chosen; none for the Checking Option Plan Details
College Savings Iowa
Iowa
Not applicable, included in the program management fee. Enroll Now
IAble Plan
Iowa
Ranges from 0.02% to 0.06%, depending on the investment option chosen Plan Details
IAdvisor 529 Plan
Iowa
0.45% - 0.71% in the age-based and static options; 0.26% - 1.05% in the individual options. Plan Details
Kansas ABLE Savings Plan
Kansas
Ranges from 0.02% to 0.06%, depending on the investment option chosen Plan Details
Learning Quest 529 Education Savings Program (Direct-sold)
Kansas
Ranges from 0.19% to 0.59% in the age-based portfolios and 0.03% to 0.61% in the static portfolios (portfolio weighted averages). For the eight portfolios used in the index and index age-based track, an all-in fee of 0.25% includes the 0.20% program manager fee. Plan Details
Learning Quest Advisor
Kansas
Ranges from 0.32% to 0.99% in the age-based and static portfolios and 0.09% to 1.36% in the individual fund portfolios (portfolio weighted averages). Plan Details
Schwab 529 College Savings Plan
Kansas
Ranges from 0.20% - 0.80% (portfolio weighted average). Plan Details
Kentucky Education Savings Plan Trust
Kentucky
Managed Allocation Option: included in the program management fee.
100% equity options: 0.07% to 0.50%
Balanced Option: 0.26%
Fixed Income Option: 0.16%
Plan Details
STABLE Kentucky
Kentucky
Ranges from 0.12% to 0.15%, none for the BankSafe option Plan Details
LA ABLE
Louisiana
Ranges from 0.07% to 0.15%. The Underlying Fund Expenses" are not charged directly to ABLE Accounts; however, the fee is deducted from the total funds invested in this equity investment and reduces the value of the ABLE Program units owned by the account owner. Plan Details
START Saving Program
Louisiana
None for the Principal Protection fund. Ranges from 0.14% - 0.17% for the Vanguard LifeStrategy funds (Age-Based options; none for Ages 16+), and from 0.04% to 0.35% for the Vanguard individual fund options.
Plan Details
NextGen 529 -- Client Direct Series
Maine
Ranges from 0.05% to 0.63% (portfolio weighted average) in the age-based and static multi-fund portfolios, 0.11% in the BlackRock Equity Index Portfolio, 0.25% in the iShares Balanced Portfolio. None for the Principal Plus Portfolio and NextGen Savings Portfolio. Enroll Now
NextGen 529 -- Client Select Series
Maine
Ranges from 0.05% to 1.04% (portfolio weighted average) in the age-based and static multi-fund portfolios and from 0.25% to 1.22% in the individual-fund portfolios. None for the Principal Plus Portfolio and NextGen Savings Portfolio. Plan Details
Maryland 529 -- College Investment Plan
Maryland
Ranges from 0.35% to 0.69% (portfolio weighted average). Enroll Now
Maryland ABLE
Maryland
Ranges from 0.0647% to 0.0810%, depending on the selected investment option. Plan Details
Attainable Savings Plan
Massachusetts
0.37% - 0.74% Plan Details
U.Fund College Investing Plan
Massachusetts
Ranges from 0.02% to 0.11% annualized in the Fidelity index fund portfolios, from 0.33% to 0.79% annualized in the Fidelity funds portfolios, and 0.54 to 0.81% in the multi-firm portfolios. For the Bank Deposit Portfolio, there is no underlying fund expense. There is, however, a Bank Administration Fee, which ranges from 0.00%-0.40% and is based on the Federal Funds Target Rate. Enroll Now
MI 529 Advisor Plan
Michigan
Ranges from 0.17% to 0.66% (portfolio weighted average) in the age-based, and static, and multi-fund portfolios, and from 0.06% to 0.90% in the individual-fund portfolios. None for the Principal Plus Interest Portfolio. Plan Details
MiABLE
Michigan
Ranges from 0.17% to 0.28%. None for the Bank Money Market Investment Option Plan Details
Michigan Education Savings Program (MESP)
Michigan
0.06% - 0.17%. None for the Principal Plus Interest Option. Plan Details
Minnesota ABLE Plan
Minnesota
Ranges from 0.02% to 0.06%, depending on the selected investment option Plan Details
Minnesota College Savings Plan
Minnesota
Not applicable, Ranges from 0.07% to 0.17% in the age-based and static portfolios; 0.06 to 0.14% in the individual portfolios. Plan Details
Mississippi Affordable College Savings (MACS) Program
Mississippi
Ranges from 0.05% to 0.13% (portfolio weighted average). None for the Guaranteed Option. Plan Details
MO ABLE
Missouri
Ranges from 0.12% to 0.15%, none for the BankSafe option Plan Details
MOST - Missouri's 529 Savings Plan (Direct-sold)
Missouri
0.02% - 0.37% Enroll Now
Achieve Montana
Montana
Ranges from 0.0% to 0.11% Plan Details
Montana ABLE
Montana
Ranges from 0.02% to 0.05%, depending on the investment option chosen; none for the Checking Option Plan Details
Montana Family Education Savings Program -- Bank Plan
Montana
Not applicable, interest rate on CD is tied to a formula. Plan Details
Enable Savings Plan
Nebraska
Ranges from 0.05% to 0.06%, depending on the selected investment option. The checking option has no asset-based fees. Enroll Now
Nebraska Education Savings Trust -- Advisor College Savings Plan
Nebraska
Ranges from 0.06% to 0.25% (portfolio weighted average) in the age-based and static multi-fund portfolios, from 0.0175% to 0.99% in the individual-fund portfolios, none for the Bank Savings option. Plan Details
Nebraska Education Savings Trust -- Direct College Savings Plan
Nebraska
Ranges from 0.05% to 0.18% (portfolio weighted average) in the age-based and static multi-fund portfolios, and from 0.0175% to 0.99% in the individual-fund portfolios. None for the Bank Savings option. Enroll Now
State Farm College Savings Plan
Nebraska
Ranges from 0.05% to 0.09% (portfolio weighted average) in the age-based options, from 0.05% to 0.18% in the static portfolios, none for the Bank Savings option. Plan Details
TD Ameritrade 529 College Savings Plan
Nebraska
Ranges from 0.05% to 0.16% (portfolio weighted average) in the age-based and static multi-fund portfolios, and from 0.0175% to 0.99% in the individual-fund portfolios. Plan Details
ABLE Nevada
Nevada
Ranges from 0.02% to 0.06%, depending on the selected investment option Plan Details
Putnam 529 for America
Nevada
Ranges from 0.57% to 0.79% (portfolio weighted average) in the age-based and static multi-fund portfolios, and from 0.16% to 0.96% in the individual fund portfolios. Plan Details
SSGA Upromise 529 Plan
Nevada
0.07% - 0.10% in the age based and static portfolios; 0.04% - 0.65% in the individual fund portfolios; none for the Savings Portfolio. Plan Details
The Vanguard 529 College Savings Plan
Nevada
Not applicable, 0.03% in the age-based portfolios; 0.03% to 0.07% in the static blend portfolios; and 0.02% to 0.32% in the individual portfolios. Enroll Now
USAA 529 College Savings Plan
Nevada
Not applicable., 0.39% to 0.95%. Plan Details
Wealthfront 529 College Savings Plan
Nevada
Glide path fees range from 0.12% - 0.15%. Individual underlying portfolio fees range from 0.05% to 0.40%. Plan Details
Fidelity Advisor 529 Plan
New Hampshire
Ranges from 0.55% to 0.84% (portfolio weighted average) in the age-based and static multi-fund portfolios, and from 0.37% to 0.99% in the individual-fund portfolios. Plan Details
STABLE New Hampshire
New Hampshire
Ranges from 0.12% to 0.15%, none for the BankSafe option Plan Details
UNIQUE College Investing Plan
New Hampshire
Ranges from 0.02% to 0.11% annualized in the Fidelity index fund portfolios, from 0.33% to 0.79% annualized in the Fidelity funds portfolios, and 0.54% to 0.81% in the multi-firm portfolios. For the Bank Deposit Portfolio, there is no underlying fund expense. There is, however, a Bank Administration Fee, which ranges from 0.00%-0.40% and is based on the Federal Funds Target Rate. Enroll Now
Franklin Templeton 529 College Savings Plan
New Jersey
Ranges from 0.45% to 0.78% (portfolio weighted average) in the age-based and objective-based portfolios, and from 0.04% to 0.96% in the individual-fund portfolios. Plan Details
NJBEST 529 College Savings Plan
New Jersey
Ranges from 0.35% to 0.79% (portfolio weighted average) in the age-based and objective-based portfolios, and from 0.04% to 0.19% in the individual-fund portfolios. Enroll Now
ABLE New Mexico
New Mexico
Ranges from 0.12% to 0.15%, none for the BankSafe option Plan Details
Scholar's Edge
New Mexico
Ranges from 0.49% to 0.71% (portfolio weighted average) in the age-based and static multi-fund portfolios, from 0.16% to 0.97% in the individual-fund portfolios, and 0.01% in the Capital Preservation Portfolio. Enroll Now
The Education Plan's College Savings Program
New Mexico
Ranges from 0.05% to 0.06% (portfolio weighted average) for index-only options, and from 0.16% to 0.41% (portfolio weighted average) for all other options. Enroll Now
New York's 529 Advisor-Guided College Savings Plan
New York
Ranges from 0.29% to 0.44% (portfolio weighted average) in the age-based and static multi-fund portfolios, from 0.03% to 0.75% in the individual-fund portfolios. Plan Details
New York's 529 College Savings Program -- Direct Plan
New York
Not applicable, included in the program management fee. Enroll Now
NY ABLE
New York
0.02% to 0.04% Plan Details
National College Savings Program
North Carolina
Vanguard Age-Based Options: Ranges from 0.09% to 0.15%

Vanguard Individual and Multi-fund Options: 0.06% to 0.13%

Federally-Insured Deposit Account: None

Enroll Now
The NC ABLE Program
North Carolina
Ranges from 0.02% to 0.06%, depending on the selected investment option Plan Details
College SAVE (Advisor)
North Dakota
0.03% to 0.08% Plan Details
College SAVE (Direct)
North Dakota
0.03% to 0.08% Enroll Now
BlackRock CollegeAdvantage Advisor 529 Savings Plan
Ohio
Ranges from 0.04% to 0.88%. Plan Details
Ohios 529 Plan, CollegeAdvantage
Ohio
Age-based and static portfolios: 0.0356% to 0.17%
Individual fund portfolios: 0.02% to 0.38%
Fifth Third options: None
Enroll Now
STABLE Account
Ohio
Ranges from 0.12% to 0.15%, none for the BankSafe option Plan Details
Oklahoma College Savings Plan
Oklahoma
Ranges from 0.05% to 0.13% (portfolio weighted average) in the age-based portfolios, and from 0.05% to 0.48% in the static multi-fund portfolios. None in the Guaranteed Option. Plan Details
Oklahoma Dream 529 Plan
Oklahoma
Ranges from 0.38% to 0.61% (portfolio weighted average) in the age-based, 0.34% to 0.61% in the static multi-fund portfolios, and from 0.06% to 0.94% in the individual-fund portfolios. Plan Details
Oklahoma STABLE
Oklahoma
Ranges from 0.12% to 0.15%, none for the BankSafe option Plan Details
ABLEforAll
Oregon
Ranges from 0.0647% to 0.0810%, depending on the selected investment option Plan Details
MFS 529 Savings Plan
Oregon
Ranges from 0.40% to 0.72% in the age-based and static multi-fund portfolios (portfolio weighted averages), and from 0.33% to 0.89% in the individual-fund portfolios. Waivers are in effect with end dates ranging from August 2018 to August 2019. Plan Details
Oregon ABLE Savings Plan
Oregon
Ranges from 0.0647% to 0.0810%, depending on the selected investment option Plan Details
Oregon College Savings Plan
Oregon
Ranges from 0.02% to 0.47% (portfolio weighted average). None for the FDIC-Insured Option. Plan Details
PA ABLE
Pennsylvania
Ranges from 0.02% to 0.06%, depending on the selected investment option Plan Details
Pennsylvania 529 Investment Plan
Pennsylvania
Ranges from 0.02% - 0.12% Plan Details
CollegeBound 529 (Advisor-sold)
Rhode Island
Ranges from 0.39% to 0.50% in the age-based and target-risk portfolios (portfolio weighted average), and from 0.16% to 0.90% in the individual-fund portfolios. Plan Details
CollegeBound Saver (Direct-sold)
Rhode Island
0.07% - 0.11% in the age-based options; 0.12% to 0.14% in the target-risk portfolios; and from 0.04% to 0.60% in the individual-fund portfolios. Enroll Now
RI's ABLE
Rhode Island
Ranges from 0.02% to 0.06%, depending on the selected investment option. None for the Checking Option Plan Details
Future Scholar 529 College Savings Plan (Advisor-sold)
South Carolina
Ranges from 0.35% to 0.56% (portfolio weighted average) in the age-based and static portfolios, from 0.15% to 0.88% in the individual-fund portfolios. None for the Bank Deposit portfolio. Plan Details
Future Scholar 529 College Savings Plan (Direct-sold)
South Carolina
Ranges from 0.07% to 0.16% (portfolio weighted average) in the aged-based and target allocation portfolios, and from 0.02% to 0.25% in the individual-fund portfolios. None for the Bank Deposit Portfolio. Enroll Now
SC ABLE Savings Program
South Carolina
Ranges from 0.12% to 0.15%, none for the BankSafe option Plan Details
CollegeAccess 529 (Advisor-sold)
South Dakota
Ranges from 0.46% to 0.54% (portfolio weighted average) in the age-based, 0.41% to 0.46% in the static multi-fund portfolios, and 0.29% to 0.93% in the individual-fund portfolios. Plan Details
CollegeAccess 529 (Direct-sold)
South Dakota
Ranges from 0.46% to 0.54% (portfolio weighed average) in the age-based and static portfolios, and 0.64% to 0.93% in the individual-fund portfolios. The program manager reimburses the investment portfolio to the extent the weighted average expense of the portfolio exceeds 0.65%. Plan Details
ABLE TN
Tennessee
Ranges from 0.00% to 0.62% Plan Details
TNStars College Savings 529 Program
Tennessee
Ranges from 0.04% to 0.27% in the age-based option; 0.04% to 0.64% in the individual options; none for the interest bearing account. Plan Details
Lonestar 529 Plan
Texas
Ranges from 0.1553% to 0.5933% in the age-based and static multi-fund portfolios, and 0.04% to 0.86% in the individual-fund portfolios. Plan Details
Texas ABLE
Texas
0.14% to 0.40%; none for the Bank Savings Account Option Plan Details
Texas College Savings Plan
Texas
0.0547% to 0.0712% in the Index portfolios; 0.0941% to 0.3694% in the Blended Portfolios; and 0.04% to 0.12% in the Individual Fund Portfolios. Enroll Now
my529
Utah
Ranges from 0.017% to 0.051%, except the State Public Treasurers' Investment Fund and the FDIC-Insured option incur no additional expenses. 0% to 0.393% for Customized Investment Options. Plan Details
Vermont ABLE
Vermont
Ranges from 0.12% to 0.15%, none for the BankSafe option Plan Details
Vermont Higher Education Investment Plan
Vermont
0.05% to 0.09%. Plan Details
ABLEAmerica
Virginia
Ranges from 0.30% to 0.44% plus other expenses of 0.14% - 0.18% Plan Details
ABLEnow
Virginia
Ranges from 0.12% to 0.15%, depending on the selected investment option Enroll Now
CollegeAmerica
Virginia
Ranges from 0.48% to 1.39% for Class 529-A, 0.48% to 2.13% for Class 529-C, 0.47% to 1.55% for Class 529-E, and 0.41% to 1.12% for Class 529-F-1. Plan Details
Invest529
Virginia
Ranges from 0.04% to 0.50% (portfolio weighted average) in the age-based and static multi-fund portfolios, and 0% to 0.66% in the individual-fund portfolios. Enroll Now
DreamAhead College Investment Plan
Washington
Ranges from 0.064% to 0.135% (portfolio weighted average) in the enrollment based portfolios, and 0.056% to 0.18% in the static portfolios Plan Details
SMART529 Select
West Virginia
Ranges from 0.17% to 0.30% (portfolio weighted average). Plan Details
SMART529 WV Direct College Savings Plan
West Virginia
Ranges from 0.04% to 0.14%. Plan Details
The Hartford SMART529
West Virginia
Ranges from 0.14% to 0.92%. Plan Details
WV ABLE
West Virginia
Ranges from 0.12% to 0.15%, none for the BankSafe option Plan Details
Edvest
Wisconsin
Ranges from 0.07% to 0.33% (portfolio weighted average) in the age-based and static multi-fund portfolios, 0.06% to 0.19% in the individual-fund portfolios (N/A for the Principal Plus Interest Portfolio). The CD option has no underlying expense beyond the management and state administration fee. Plan Details
Tomorrow's Scholar 529 Plan
Wisconsin
Ranges from 0.34% to 0.73% (portfolio weighted average) in the age-based and static allocation portfolios, 0.05% to 1.12% in the single fund portfolios, none for the TIAA-CREF Principal Protection portfolio. Plan Details
WY ABLE
Wyoming
Ranges from 0.12% to 0.15%, none for the BankSafe option Plan Details
 

Reset email successfully sent.
Please check your inbox.

Close

Advertisement


close