529 PLANS

Total asset-based expense ratio

Plan Total asset-based expense ratio:
CollegeCounts 529 Fund
Alabama
0.27% - 0.88% Enroll Now
CollegeCounts 529 Fund Advisor Plan
Alabama
Class A: 0.42% - 1.90%
Class C: 0.42% - 2.15%
Class F: 0.42% - 1.65%
Plan Details
Enable Savings Plan Alabama
Alabama
0.50% - 0.56%, depending on investment options chosen. Plan Details
Alaska ABLE Plan
Alaska
0.34% - 0.38%, depending on the investment option chosen. Plan Details
John Hancock Freedom 529
Alaska
Class A: 0.92% - 1.51%
Class C2: 1.67% - 2.26%
Class F: 0.77% - 1.26%
Money Market: 0.65%
Plan Details
T. Rowe Price College Savings Plan
Alaska
0.35% - 0.70% Enroll Now
University of Alaska College Savings Plan
Alaska
0.28% - 0.70% Enroll Now
AZ ABLE
Arizona
0.19% - 0.34%, depending on the selected investment option Plan Details
Fidelity Arizona College Savings Plan
Arizona
0.11% - 1.16% Enroll Now
Ivy InvestEd 529 Plan
Arizona
0.74% - 1.01% in the InvestEd Portfolios
0.60% - 1.48% in the Ivy Funds
0.56% in the Ivy Government Money Market portfolio
Plan Details
GIFT College Investing Plan
Arkansas
0.57%; 0.43% for the Savings option Plan Details
iShares 529 Plan
Arkansas
Class A: 0.35% - 1.09%
Class L: 0.35% - 1.44%
Class F: 0.35% - 0.84%
Plan Details
ScholarShare 529
California
0.08% - 0.57%. None for the Principal Plus Interest Portfolio. Plan Details
Colorado ABLE
Colorado
0.34% - 0.37%, depending on the investment option chosen; none for the Checking Option Plan Details
Direct Portfolio College Savings Plan
Colorado
0.34% Enroll Now
Scholars Choice College Savings Program
Colorado
Class A: 0.62% - 1.62%
Class B: 1.09% - 1.85%
Class C: 1.09% - 2.12%
Class O: 1.09%
Cash Reserve Option: 1.09%
Note: Expenses are 0.04% less due to temporary state fee waiver.
Plan Details
Smart Choice College Savings Plan
Colorado
None. Plan Details
Stable Value Plus College Savings Program
Colorado
0.99% (0.71% as of September 1, 2011) Plan Details
Connecticut Higher Education Trust (CHET)
Connecticut
0.21% - 1.07%; 0.13% for the Money Market option with waiver. None for Principal Plus Interest Option. Plan Details
Connecticut Higher Education Trust (CHET) -- Advisor Plan
Connecticut
Class A: 0.65%-1.19%
Class C: 1.40%-1.94%
Class E: 0.40%-0.94%
Plan Details
Delaware College Investment Plan
Delaware
0.11% - 1.16% Enroll Now
DC ABLE
District of Columbia
0.34% - 0.37%, depending on the investment option chosen; none for the Checking Option Plan Details
DC College Savings Plan
District of Columbia
0.31% - 0.74%
Principal Protected Portfolio: 0.15%
Enroll Now
ABLE United
Florida
0.035% - 0.29% Plan Details
Florida 529 Savings Plan
Florida
0.39% - 0.75% management fee (None for Money Market option) Plan Details
Georgia STABLE
Georgia
0.19% - 0.34%, depending on the selected investment option Plan Details
Path2College 529 Plan
Georgia
0.19% - 0.32%. None for the Guaranteed Option. Enroll Now
Hawaii's College Savings Program
Hawaii
0.75% Enroll Now
Idaho College Savings Program (IDeal)
Idaho
0.50%; 0.34% for the Savings Portfolio Enroll Now
Bright Directions Advisor-Guided 529 College Savings Program
Illinois
Class A: 0.32% - 1.61%
Class C: 0.32% - 1.86%
Class E: 0.32% - 1.61%
Class F: 0.205% - 1.36%
Class G: 0.32% - 1.61%
Class H: 0.21% - 1.36%
Plan Details
Bright Start Direct-Sold College Savings Program
Illinois
0.10% - 0.83% Enroll Now
Illinois ABLE
Illinois
0.34% - 0.38%, depending on the investment option chosen. Plan Details
CollegeChoice 529 Direct Savings Plan
Indiana
0.18% - 0.82%
Enroll Now
CollegeChoice Advisor 529 Savings Plan
Indiana
Class A: 0.68% - 1.47%
Class C: 1.43% - 2.22%
Savings Portfolio - 0.31%
Capital Preservation Portfolio - 0.31%
Plan Details
INvestABLE Indiana
Indiana
0.34% - 0.37%, depending on the investment option chosen; none for the Checking Option Plan Details
College Savings Iowa
Iowa
0.20% Enroll Now
IAble Plan
Iowa
0.34% - 0.38%, depending on the investment option chosen Plan Details
IAdvisor 529 Plan
Iowa
Class A: 0.98% - 1.80%
Class C: 0.98% - 2.55%
Plan Details
Kansas ABLE Savings Plan
Kansas
0.34% - 0.38%, depending on the investment option chosen Plan Details
Learning Quest 529 Education Savings Program (Direct-sold)
Kansas
0.09% - 0.81% Plan Details
Learning Quest Advisor
Kansas
Class A: 0.34% - 1.81%
Class C: 0.84% - 2.56%
Plan Details
Schwab 529 College Savings Plan
Kansas
0.40% - 1.00%; Index portfolios have all-inclusive fee of 0.25%. Plan Details
Kentucky Education Savings Plan Trust
Kentucky
0.54% - 0.91%. None for the Guaranteed Option. Plan Details
STABLE Kentucky
Kentucky
0.19% - 0.34%, depending on the selected investment option. Plan Details
LA ABLE
Louisiana
0.13% to 0.15% Plan Details
START Saving Program
Louisiana
0.04% - 0.35%. None for the Principal Protection option. Plan Details
NextGen 529 -- Client Direct Series
Maine
0.00% - 0.63% Enroll Now
NextGen 529 -- Client Select Series
Maine
Class A: 0.00% - 1.31%
Class C: 0.00% - 2.06%
Plan Details
Maryland 529 -- College Investment Plan
Maryland
0.40% - 0.74% Enroll Now
Maryland ABLE
Maryland
0.30% - 0.381%, depending on the selected investment option Plan Details
Attainable Savings Plan
Massachusetts
0.57% - 0.94% Plan Details
U.Fund College Investing Plan
Massachusetts
0.11% - 1.16% Enroll Now
MI 529 Advisor Plan
Michigan
Class A: 0.68% - 1.52%
Class C: 1.08% - 1.92%
Class AR: 1.08% - 1.92%
Plan Details
MiABLE
Michigan
0.50% - 0.78% Plan Details
Michigan Education Savings Program (MESP)
Michigan
0.12% - 0.24%. None for the Principal Plus Interest Option. Plan Details
Minnesota ABLE Plan
Minnesota
0.34% - 0.38%, depending on the selected investment option Plan Details
Minnesota College Savings Plan
Minnesota
0.17% to 0.31%. None for the Principal Plus Interest Option. 0.14% for the Money Market Option after fee waiver. Plan Details
Mississippi Affordable College Savings (MACS) Program
Mississippi
0.64% - 0.73%. None for the Guaranteed Option. Plan Details
MO ABLE
Missouri
0.19% - 0.34%, depending on the selected investment option Plan Details
MOST - Missouri's 529 Savings Plan (Direct-sold)
Missouri
0.23% - 0.57% Enroll Now
Achieve Montana
Montana
0.67% - 0.83% Plan Details
Montana ABLE
Montana
0.34% - 0.37%, depending on the investment option chosen; none for the Checking Option Plan Details
Montana Family Education Savings Program -- Bank Plan
Montana
None Plan Details
Enable Savings Plan
Nebraska
0.50% - 0.56%, depending on the investment option chosen Enroll Now
Nebraska Education Savings Trust -- Advisor College Savings Plan
Nebraska
Class A: 0.20% - 1.51%
Class C: 0.20% - 2.26%
Plan Details
Nebraska Education Savings Trust -- Direct College Savings Plan
Nebraska
0.20% - 1.26% Enroll Now
State Farm College Savings Plan
Nebraska
Class A: 0.45% - 0.61%
Bank Savings option: 0.20%
Plan Details
TD Ameritrade 529 College Savings Plan
Nebraska
0.49% - 1.46% Plan Details
ABLE Nevada
Nevada
0.34% - 0.38%, depending on the selected investment option Plan Details
Putnam 529 for America
Nevada
Class A: 0.55% - 1.35%
Class B: 0.68% - 2.10%
Class C: 1.68% - 2.10%
Class D: 0.96% - 1.18%
Plan Details
SSGA Upromise 529 Plan
Nevada
0.28% - 0.89%; 0.29% for the Savings Portfolio. Plan Details
The Vanguard 529 College Savings Plan
Nevada
0.15% - 0.44% Enroll Now
USAA 529 College Savings Plan
Nevada
0.39% to 1.08% Plan Details
Wealthfront 529 College Savings Plan
Nevada
The portfolio glide paths range from 0.43% to 0.46%. Individual underlying portfolios range from 0.11% - 0.71%. Final expenses may be lower as the 0.25% advisory fee portion is waived for the first $10,000 ($25,000 for Nevada residents) of assets under management. Plan Details
Fidelity Advisor 529 Plan
New Hampshire
Class A: 0.82% - 1.44%
Class C: 1.57% - 2.18%
Class P: 1.32% - 1.94%
Plan Details
STABLE New Hampshire
New Hampshire
0.19% - 0.34%, depending on the selected investment option. Plan Details
UNIQUE College Investing Plan
New Hampshire
0.11% - 1.20% Enroll Now
Franklin Templeton 529 College Savings Plan
New Jersey
Class A: 0.35% - 1.46%
Class C: 0.35% - 2.21%
Advisor class: 0.29% - 1.21%
Plan Details
NJBEST 529 College Savings Plan
New Jersey
0.14% - 0.89% Enroll Now
ABLE New Mexico
New Mexico
0.19% - 0.34%, depending on the selected investment option. Plan Details
Scholar's Edge
New Mexico
Class A: 0.36% - 1.42%
Class C: 0.36% - 2.17%
Enroll Now
The Education Plan's College Savings Program
New Mexico
0.15% - 0.51% Enroll Now
New York's 529 Advisor-Guided College Savings Plan
New York
Class A: 0.58% - 1.30%
Class C: 1.33% - 2.05%
Advisor Class: 0.33% - 1.05%
Plan Details
New York's 529 College Savings Program -- Direct Plan
New York
0.13% Enroll Now
NY ABLE
New York
0.40% Plan Details
National College Savings Program
North Carolina
0.25% - 0.40% Enroll Now
The NC ABLE Program
North Carolina
0.34% - 0.38%, depending on the selected investment option Plan Details
College SAVE (Advisor)
North Dakota
0.85%; 0.55% for the Interest Accumulation Portfolio Plan Details
College SAVE (Direct)
North Dakota
0.55% Enroll Now
BlackRock CollegeAdvantage Advisor 529 Savings Plan
Ohio
Class A: 0.43% - 1.27%
Class C: 1.18% - 2.02%
Plan Details
Ohios 529 Plan, CollegeAdvantage
Ohio
0.18% - 0.54%. None for Fifth Third options. Enroll Now
STABLE Account
Ohio
0.19% - 0.34% for Ohio residents and partner states, depending on the selected investment option; 0.45% - 0.60%, for residents of other states, depending on the selected investment option Plan Details
Oklahoma College Savings Plan
Oklahoma
0.35% - 0.78%. None for the Guaranteed Option. Plan Details
Oklahoma Dream 529 Plan
Oklahoma
Class A: 0.81% - 1.69%
Class C: 0.89% - 2.44%
Plan Details
Oklahoma STABLE
Oklahoma
0.19% - 0.34%, depending on the selected investment option Plan Details
ABLEforAll
Oregon
0.30% - 0.3810%, depending on the selected investment option Plan Details
MFS 529 Savings Plan
Oregon
Class A: 0.71% - 1.38%
Class B: 1.53% - 2.15%
Class C: 1.53% - 2.15%
Plan Details
Oregon ABLE Savings Plan
Oregon
0.30% - 0.381%, depending on the selected investment option Plan Details
Oregon College Savings Plan
Oregon
0.25% - 0.716% Plan Details
PA ABLE
Pennsylvania
0.34% - 0.38%, depending on the selected investment option Plan Details
Pennsylvania 529 Investment Plan
Pennsylvania
0.225% - 0.325% Plan Details
CollegeBound 529 (Advisor-sold)
Rhode Island
Class A: 0.58% - 1.32%
Class AR: 1.33% - 2.07%
Class C: 1.33% - 2.07%
Class RA (RI-resident): 0.41% - 1.15%
Class RZ (RI-resident): 0.16% - 0.90%
Class I: 0.33% - 1.06%
Plan Details
CollegeBound Saver (Direct-sold)
Rhode Island
0.29% - 0.85%; 0.04% - 0.60% for Rhode Island residents Enroll Now
RI's ABLE
Rhode Island
0.34% - 0.38%, depending on the selected investment option; none for the Checking Option Plan Details
Future Scholar 529 College Savings Plan (Advisor-sold)
South Carolina
Class A: 0.00% - 1.29%
Class C: 0.00% - 2.04%
Class E: 0.00% - 1.54%
Class I: 0.00% - 1.04%
Plan Details
Future Scholar 529 College Savings Plan (Direct-sold)
South Carolina
0.00% - 0.25% Enroll Now
SC ABLE Savings Program
South Carolina
0.19% - 0.34%, depending on the selected investment option Plan Details
CollegeAccess 529 (Advisor-sold)
South Dakota
Class A: 0.64% - 1.53%
Class C: 0.64% - 2.28%
Class SD-A: 0.39% - 1.28%
Class SD-C: 0.39% - 2.03%
Plan Details
CollegeAccess 529 (Direct-sold)
South Dakota
0.46% - 0.93% Plan Details
ABLE TN
Tennessee
0.00% - 0.62%. Plan Details
TNStars College Savings 529 Program
Tennessee
Capped at 0.35% due to state subsidy, none for the interest bearing account. Plan Details
Lonestar 529 Plan
Texas
Class A: 0.6593% - 1.7293%
Class B: 0.6593% - 2.4793%
Advisor Class: 0.6593% - 2.4793%
Plan Details
Texas ABLE
Texas
0.25% - 0.65% Plan Details
Texas College Savings Plan
Texas
0.5897% - 0.9887% Enroll Now
my529
Utah
0.150% - 0.196% (Utah residents 0.000% - 0.196%) for my529 investment options excluding the Customized Age-Based and the Customized Static options. The Customized Static and Age-Based options range is 0.19% - 0.583%, depending on the investment mix selected by the account owner. Plan Details
Vermont ABLE
Vermont
0.19% - 0.34%, depending on the selected investment option Plan Details
Vermont Higher Education Investment Plan
Vermont
0.39% for each portfolio; none for the Principal Plus Interest Option. Plan Details
ABLEAmerica
Virginia
Ranges from 0.40% to 0.85%

Maximum initial sales charge for Class ABLE-A:
5.75% for American Funds Portfolio Series except 2.50% American Funds Preservation Portfolio; none for Money Market

Breakpoint pricing:
American Funds Portfolio Series except American Funds Preservation Portfolio (dealer commission):
Less than $25,000 - 5.75% (5.00%)
$25,000 - $50,000 - 5.00% (4.25%)
$50,000 - $99,999 - 4.50% (3.75%)
$100,000 - $249,999 - 3.50% (2.75%)
$250,000 - $499,999 - 2.50% (2.00%)
$500,000 - $749,999 - 2.00% (1.60%)
$750,000 - $999,999 - 1.50% (1.20%)
$1,000,000 or more - 0% (may be subject to 1% contingent deferred sales charge if the shares are sold within 18 months of purchase)

American Funds Preservation Portfolio:
Less than $500,000 - 2.50% (2.00%)
$500,000 - $749,999 - 2.00% (1.60%)
$750,000 - $999,999 - 1.50% (1.20%)
$1,000,000 or more - 0% (may be subject to 1% contingent deferred sales charge if the shares are sold within 18 months of purchase
Plan Details
ABLEnow
Virginia
0.37% - 0.40%, depending on the selected investment option Enroll Now
CollegeAmerica
Virginia
Class 529-A: 0.48% - 1.39%
Class 529-C: 0.48% - 2.13%
Class 529-E: 0.47% - 1.55%
Class 529-F-1: 0.41% - 1.12%
Plan Details
Invest529
Virginia
0.10% - 0.76% Enroll Now
DreamAhead College Investment Plan
Washington
0.266% to 0.4% Plan Details
SMART529 Select
West Virginia
0.59% - 0.72% Plan Details
SMART529 WV Direct College Savings Plan
West Virginia
0.12% to 0.22% Plan Details
The Hartford SMART529
West Virginia
Class A: 0.54% - 1.34%
Class B: 1.09 - 1.89%
Class C: 1.28% - 2.08%
Class E: 0.29% - 1.09%
Plan Details
WV ABLE
West Virginia
0.19% - 0.34%, depending on the selected investment option. Plan Details
Edvest
Wisconsin
0.08% - 0.41% Plan Details
Tomorrow's Scholar 529 Plan
Wisconsin
Class A: 0.20% - 1.52%
Class AR (for rollovers): 1.20% - 2.27%
Class C: 1.48% - 2.27%
Class C1 (TIAA-CREF portfolios): 0.70% - 0.77%
Class W: 0.20% - 1.27%
Plan Details
WY ABLE
Wyoming
0.19% - 0.34%, depending on the selected investment option. Plan Details
 

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