529 PLANS

Compare by Features

Plan Enrollment or application fee: Account maintenance fee: Program management fees: Expenses of the underlying investments: Total asset-based expense ratio:
CollegeCounts 529 Fund
Alabama
None. None. 0.25% 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. 0.27% - 0.88% Enroll Now
CollegeCounts 529 Fund Advisor Plan
Alabama
None, but contributions may be subject to a sales charge depending on share class. $12 annually, waived if either the account owner or designated beneficiary is an Alabama resident. 0.40% (includes 0.10% state administrative fee), plus distribution/servicing fee of 0.25% (Class A), 0.50% (Class C), or 0.00% (Class F). The State Street U.S. Government Money Market option has no state administrative, distribution, or servicing fee. 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. 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
None $45 annually, assessed at $11.25 per quarter. 0.50% Ranges from 0.04% to 0.05%, depending on the selected investment option. The bank savings and checking option have no asset-based fees. 0.50% - 0.56%, depending on investment options chosen. Plan Details
Prepaid Affordable College Tuition (PACT) Program
Alabama
$100         Plan Details
Alaska 529
Alaska
None. None 0.05% Trust Fee; waived for the University of Alaska Portfolio
Ranges from 0.43% to 0.64% in the age-based portfolios and 0.28% to 0.64% in the static portfolios; 0.39% in the money market portfolio (portfolio weighted averages). 0.28% - 0.69% Enroll Now
Alaska ABLE Plan
Alaska
None $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.
0.32% for all investment options; none for the checking option. Ranges from 0.02% to 0.06%, depending on the investment option chosen 0.34% - 0.38%, depending on the investment option chosen. Plan Details
John Hancock Freedom 529
Alaska
None, but contributions may be subject to a sales charges depending on share class. $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. All portfolios except Short-Term Bond Portfolio, Fixed Income Portfolio and JH Money Market Portfolio:
0.30% (includes state fee of 0.05%) plus distribution fees of 0.25% (Class A) or 1.00% (Class C2).

Short-Term Bond Portfolio, Fixed Income Portfolio:
0.30% (includes state fee of 0.05%) plus distribution fees of 0.15% (Class A) or 0.90% (Class C2)

Money Market Portfolio: 0.25% (no state fee)
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. Class A: 0.91% - 1.48%
Class C2: 1.66% - 2.23%
Class F: 0.76% - 1.23%
Money Market: 0.63%
Plan Details
T. Rowe Price College Savings Plan
Alaska
None. None 0.05% Trust Fee
Ranges from 0.43% to 0.64% in the age-based portfolios; 0.30% to 0.64% in the static portfolios and 0.39% in the Money Market portfolio (portfolio weighted averages). 0.35% - 0.69% Enroll Now
Arizona Family College Savings Program
Arizona
None. None. None Not applicable, interest rate on CD is tied to a formula. No fees associated with the Honors Savings Account.   Enroll Now
AZ ABLE
Arizona
There is no application fee for online enrollments, but a fee of $50 will be assessed to all paper applications. $42, $3.50 monthly per STABLE account State administrative fee of 0.19% Ranges from 0.12% to 0.15%, none for the BankSafe option 0.19% - 0.34%, depending on the selected investment option Plan Details
Fidelity Arizona College Savings Plan
Arizona
None. None. 0.09% for the Fidelity index fund options (includes 0.02% state fee); 0.20% for the Fidelity fund options (includes 0.045% state fee); 0.14% for the Fidelity Blend options (includes 0.04% state fee). For the Bank Deposit Portfolio, fees vary from 0.00% to 0.10% (including 0.05% state fee) based on the Federal Funds Target Rate. Ranges from 0.02% to 0.05% annualized in the Fidelity index fund portfolios, from 0.30% to 0.76% annualized in the Fidelity funds portfolios, and 0.29% to 0.51% in the Fidelity Blend 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. 0.11% - 1.13% Enroll Now
Ivy InvestEd 529 Plan
Arizona
None, but contributions may be subject to a sales charge. $20 annually for accounts with less than $25,000, waived for Arizona residents and accounts with an automatic investment plan. None Ranges from 0.49% to 0.73% in the InvestEd Portfolios; 0.35% to 1.12% in the Ivy Fund Portfolios; 0.51% in the Ivy Government Money Market portfolio (no distribution fee). 0.74% - 0.98% in the InvestEd Portfolios
0.60% - 1.52% in the Ivy Funds
0.51% in the Ivy Government Money Market portfolio
Plan Details
AR ABLE
Arkansas
None $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. 0.32%; none for the Checking Option Ranges from 0.02% to 0.05%, depending on the investment option chosen; none for the Checking Option 0.34% - 0.37%, depending on the investment option chosen; none for the Checking Option Plan Details
GIFT College Investing Plan
Arkansas
None. $20 annually, waived for Arkansas residents. 0.48% manager fee; fee includes underlying fund expenses and a 0.07% fee to the state; 0.32% for the Savings Portfolio Not applicable, included in the program management fee. 0.53%; 0.39% for the Savings option Plan Details
iShares 529 Plan
Arkansas
None. $10 annually, waived for accounts with $20,000 or more. Year-to-Enrollment and Asset Allocation Portfolios:
0.40% manager fee (includes 0.05% state administration fee), plus 0.25% annual sales fee (Class A), 0.60% (Class L), or 0.00% (Class F).

Custom Portfolios:
0.35% manager fee (includes 0.05% state administration fee), plus 0.25% annual sales fee (Class A), 0.60% (Class L), or 0.00% (Class F).
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. Class A: 0.35% - 1.09%
Class L: 0.35% - 1.44%
Class F: 0.35% - 0.84%
Plan Details
CalABLE
California
None $37 annually; a pro-rated portion is deducted proportionately from each investment option in which an account is invested on a monthly basis. Accounts that elect to receive CalABLE documents by mail will be subject to an annual $10 Print and Paper Mail Delivery Fee. State administrative fee of 0.44%; temporarily waived for the FDIC-Insured Portfolio Ranges from 0.08% to 0.10%; none for the FDIC-Insured Portfolio 0% - 0.54%, depending on investment options chosen. Plan Details
ScholarShare 529
California
None. None. 0.08% (includes 0.05% state fee); 0.03% for Passive and Single Fund Portfolios (no state fee); None for the Principal Plus Interest Portfolio. 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. 0.08% - 0.57%. None for the Principal Plus Interest Portfolio. Plan Details
Colorado ABLE
Colorado
None $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.
0.32%; none for the Checking Option Ranges from 0.02% to 0.05%, depending on the investment option chosen; none for the Checking Option 0.34% - 0.37%, depending on the investment option chosen; none for the Checking Option Plan Details
Direct Portfolio College Savings Plan
Colorado
None. $20 for accounts with less than $10,000, waived for Colorado residents and for accounts opting to receive all documents electronically. 0.34% manager fee; fee includes underlying fund expenses and a 0.06% fee to the state.
CollegeInvest may charge an administrative fee of up to 0.10%. CollegeInvest will periodically reevaluate the 0.06% administrative fee rate and raise or lower it not to exceed 0.10%.
Not applicable, included in the program management fee. 0.34% Enroll Now
Scholars Choice College Savings Program
Colorado
None, but contributions may be subject to a sales charge depending on share class. $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. 0.10% administrative fee (0.04% waived commencing September 1, 2011) to the state plus distribution/servicing fees of 0.25% (Class A), 0.75% (Class C), 0.00% (Class O); 1.09% combined fee for the Cash Reserve option includes underlying fund expenses. Ranges from 0.25% to 0.78% (portfolio weighted average) in the age-based and static multi-fund portfolios; 0.58% to 1.27% in the individual portfolios. Class A: 0.60% - 1.62%
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. None. None. (FirstBank pays Colorado CollegeInvest an administrative fee of 0.10% of assets.) Not applicable. None. Plan Details
Stable Value Plus College Savings Program
Colorado
None. None. 0.99% administrative fee to the state (0.28% of this fee waived as of January 2019). Not applicable, included in the program management fee. 0.99% (0.71% as of September 1, 2011) Plan Details
Connecticut Higher Education Trust (CHET)
Connecticut
None. None. 0.12% manager fee and a 0.01% fee to the state. None for the Principal Plus Interest option; currently waived for the Money Market Option. Ranges from 0.08% to 0.30% for the age-based options, and from 0.08% to 1.01% for static options. None for the Principal Plus Interest option. 0.18% - 1.14%; 0.15% for the Money Market option with waiver. None for Principal Plus Interest Option. Plan Details
Connecticut Higher Education Trust (CHET) -- Advisor Plan
Connecticut
None. None. 0.16% manager fee and a 0.01% fee to the state, plus distribution/servicing fees of 0.25% (Class A); 1.00% (Class C), 0.25% for Stable Value 529(Class C) Portfolios; None (Class E) 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. 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
None. None. 0.09% for the Fidelity index fund options (includes 0.01% state fee); 0.20% for the Fidelity fund options (includes 0.05% state fee); 0.14% for the Fidelity Blend options (includes 0.04% state fee). For the Bank Deposit Portfolio, there is a 0.10% Program Management Fee (includes 0.05% state fee) and is based on the Federal Funds Target Rate. Ranges from 0.02% to 0.05% annualized in the Fidelity index fund portfolios, from 0.30% to 0.76% annualized in the Fidelity funds portfolios, and 0.29% to 0.51% in the Fidelity Blend 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. 0.11% - 1.13% Enroll Now
DEPENDABLE
Delaware
None $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 Delaware resident.

$2 monthly service charge for investments in the Checking Option, waived for accounts with an average daily balance of more than $250.
0.32%; none for the Checking Option Ranges from 0.02% to 0.05%, depending on the investment option chosen; none for the Checking Option 0.34% - 0.37%, depending on the investment option chosen; none for the Checking Option Plan Details
DC ABLE
District of Columbia
None $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.
0.32%; none for the Checking Option Ranges from 0.02% to 0.05%, depending on the investment option chosen; none for the Checking Option 0.34% - 0.37%, depending on the investment option chosen; none for the Checking Option Plan Details
DC College Savings Plan
District of Columbia
None $15, reduced to $10 for DC residents, waived for accounts with a balance of $15,000 or more. 0.30% management fee (0.15% for Principal Protected Portfolio), including 0.05% administrative fee to D.C. 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. 0.31% - 0.74%
Principal Protected Portfolio: 0.15%
Enroll Now
ABLE United
Florida
None None, additional $10/annually for optional paper correspondence. None Ranges from 0.00% to 0.29%, depending on the investment option chosen 0.00% - 0.29% Plan Details
Florida 529 Savings Plan
Florida
None. None. None 0.15% to 0.22% in the age-based, 0.07% to 0.22% for static portfolios, and 0.02% to 0.61% in the individual options. 0.02% - 0.61% Enroll Now
Stanley G. Tate Florida Prepaid College Plan
Florida
$50,         Plan Details
Georgia STABLE
Georgia
There is no application fee for online enrollments, but a fee of $50 will be assessed to all paper applications. $42, $3.50 monthly per STABLE account State administrative fee of 0.19% Ranges from 0.12% to 0.15%, none for the BankSafe option 0.19% - 0.34%, depending on the selected investment option Plan Details
Path2College 529 Plan
Georgia
None. None. 0.07% manager fee plus 0.06% state fee. Manager fee subject to breakpoints (0.06% when assets equal or exceed $4.0 billion). Manager and state fees do not apply to the Guaranteed Option. 0.06% to 0.18%; none for the Guaranteed Option. 0.18% - 0.31%. None for the Guaranteed Option. Enroll Now
Hawaii's College Savings Program
Hawaii
None. $20 annually; none for account owners who are Hawaii residents. 0.55% manager fee Not applicable, 0.03% - 0.06% in the age-based and static blend options; .04% - 0.11% in the individual fund options 0.58% - 0.66% Enroll Now
Idaho College Savings Program (IDeal)
Idaho
None. $20 annually unless either the account owner or beneficiary is a resident of Idaho. 0.40% to 0.41% program manager fee; 0.29% for Savings Portfolio; plus 0.05% administrative fee to the state Not applicable, 0.04%; 0.03% for the Interest Accumulation Portfolio and none for the Savings Portfolio 0.49%; 0.34% for the Savings Portfolio Enroll Now
Bright Directions Advisor-Guided 529 College Savings Program
Illinois
None None 0.18% manager fee (including 0.03% state fee), plus distribution/servicing fees of 0.25% (Classes A and E), plus distribution/servicing fees of 0.50% (Class C), or 0.00% distribution/servicing fee (Class F). 0.15% manager fee (no state or distribution fee) for Invesco Government Agency 529 Portfolio. 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 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
None. None. 0.11% (includes 0.03% state administrative fee).
Index Portfolios: 0.08% (no state administrative fee).
No state administrative fee for the Vanguard Federal Money Market 529 portfolio.
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
0.10% - 0.83% Enroll Now
College Illinois! 529 Prepaid Tuition Program
Illinois
None.         Plan Details
Illinois ABLE
Illinois
None $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.
0.32%; none for Checking Option Ranges from 0.02% to 0.05%, depending on the investment option chosen 0.34% - 0.37%, depending on the investment option chosen. Plan Details
CollegeChoice 529 Direct Savings Plan
Indiana
None. $20 annually, waived for Indiana residents or beneficiaries and for accounts with $25,000. 0.33% in the Year of Enrollment Option; 0.18% in the Individual Portfolios and Savings Portfolio. 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. 0.18% - 0.82%
Enroll Now
CollegeChoice Advisor 529 Savings Plan
Indiana
None, but contributions may be subject to a sales charge depending on share class. $20 annually, waived for accounts with an Indiana resident as owner or beneficiary and for accounts with balances of $25,000 or more. 0.41% manager fee (includes 0.10% state administrative fee) plus distribution expenses of 0.25% (Class A) or 1.00% (Class C). The Savings Portfolio and Capital Preservation Portfolio are subject to a 0.31% manager fee. 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. Class A: 0.68% - 1.47%
Class C: 1.43% - 2.22%
Savings Portfolio - 0.31%
Capital Preservation Portfolio - 0.31%
Plan Details
CollegeChoice CD 529 Savings Plan
Indiana
None. None. None. Not applicable, interest rate on CD is tied to a formula. No fees associated with the Honors Savings Account.   Enroll Now
INvestABLE Indiana
Indiana
None $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.
0.32%; none for the Checking Option Ranges from 0.02% to 0.05%, depending on the investment option chosen; none for the Checking Option 0.34% - 0.37%, depending on the investment option chosen; none for the Checking Option Plan Details
College Savings Iowa
Iowa
None. None. 0.20% manager fee; fee includes underlying fund expenses. Not applicable, included in the program management fee. 0.20% Enroll Now
IAble Plan
Iowa
None $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.
0.32%; none for the Checking Option Ranges from 0.02% to 0.05%, depending on the investment option chosen 0.34% - 0.37%, depending on the investment option chosen Plan Details
IAdvisor 529 Plan
Iowa
None. $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. 0.50% (0.40% for Money Market) management fee includes 0.075% fee to the state, plus distribution/marketing fee of 0.25% (Class A) or 1.00% (Class C, except Money Market is 0.25%). 0.45% - 0.74% in the age-based and static options; 0.27% - 1.05% in the individual options. Class A: 0.99% - 1.80%
Class C: 0.99% - 2.55%
Plan Details
Kansas ABLE Savings Plan
Kansas
None $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.
0.32%; none for the Checking Option Ranges from 0.02% to 0.05%, depending on the investment option chosen 0.34% - 0.37%, depending on the investment option chosen Plan Details
Learning Quest 529 Education Savings Program (Direct-sold)
Kansas
None. None. 0.20% manager fee (waived for the Cash and Cash Equivalents portfolio) 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. 0.09% - 0.81% Enroll Now
Learning Quest Advisor
Kansas
None, but contributions may be subject to a sales charge depending on share class. None. 0.20% manager fee (waived for the Cash and Cash Equivalent option) plus distribution/servicing fees of 0.25% (Class A); 1% (0.75% for the Cash and Cash Equivalent option)(Class C). Ranges from 0.32% to 0.98% in the age-based and static portfolios and 0.09% to 1.27% in the individual fund portfolios (portfolio weighted averages). Class A: 0.34% - 1.72%
Class C: 0.84% - 2.47%
Plan Details
Schwab 529 College Savings Plan
Kansas
None. None. 0.20% manager fee for the actively manged options Ranges from 0.19% - 0.80% (portfolio weighted average) 0.39% - 1.00%; Index portfolios have all-inclusive fee of 0.25%. Plan Details
Kentucky's Affordable Prepaid Tuition (KAPT)
Kentucky
$50 for the first contract and $25 for subsequent contracts.         Plan Details
KY Saves 529
Kentucky
None. None. 0.36% manager fee for the Year of Enrollment Options; 0.40% manager fee for the Asset Allocation Options; 0.20% for the Capital Preservation Option; none for the Guaranteed Option. 0.02% to 0.38%; none for the Capital Preservation and Guaranteed options 0.20% - 0.85%; None for the Guaranteed Option. Enroll Now
STABLE Kentucky
Kentucky
There is no application fee for online enrollments, but a fee of $50 will be assessed to all paper applications $42, $3.50 monthly per STABLE account State administrative fee of 0.19% Ranges from 0.12% to 0.15%, none for the BankSafe option 0.19% - 0.34%, depending on the selected investment option. Plan Details
LA ABLE
Louisiana
None None None Ranges from 0.07% to 0.14%. 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. 0.07% to 0.14% Plan Details
START Saving Program
Louisiana
None. None. None 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.
0.04% - 0.35%. None for the Principal Protection option. Plan Details
NextGen 529 -- Client Direct Series
Maine
None. None None for the BlackRock Age-Based and NextGen Savings Portfolio; 0.07% for the BlackRock Equity Index Portfolio (no state fee), 0.12% for the iShares portfolios (no state administrative fee), and 0.15% for the Principal Plus Portfolio. Ranges from 0.09% to 0.53% (portfolio weighted average) in the age-based and static multi-fund portfolios, 0.10% in the BlackRock Equity Index Portfolio, 0.18% in the iShares MSCI USA ESG Select Portfolio, 0.25% in the iShares Balanced Portfolio. None for the Principal Plus Portfolio and NextGen Savings Portfolio. 0.00% - 0.53% Enroll Now
NextGen 529 -- Client Select Series
Maine
None, but contributions may be subject to a sales charge depending on share class. None For the Principal Plus Portfolio:
0.44%, includes 0.09% fee to the state

None for the NextGen Savings Portfolio

For iShares Portfolios:
0.40% distribution/servicing fee (Class A), or 1.15% distribution/servicing fee (Class C) with additional 0.09% fee to the state.

For all other portfolios:
None (Class A), or 0.75% distribution/servicing fee (Class C) with additional 0.09% fee to the state

A rebate approximately equal to the Maine Administration Fee may be provided in certain circumstances.
Ranges from 0.09% to 1.01% (portfolio weighted average) in the age-based and static multi-fund portfolios and from 0.07% to 1.22% in the individual-fund portfolios. None for the Principal Plus Portfolio and NextGen Savings Portfolio. Class A: 0.00% - 1.31%
Class C: 0.00% - 2.06%
Plan Details
Maryland 529 -- Maryland Senator Edward J. Kasemeyer College Investment Plan
Maryland
None None 0.05% Trust Fee Ranges from 0.21 to 0.65% (portfolio weighted average). 0.26% - 0.70% Enroll Now
Maryland 529 -- Maryland Senator Edward J. Kasemeyer Prepaid College Trust
Maryland
$75 paper application or $50 with online application, reduced to $20 when purchasing additional years of tuition for the same beneficiary or enrolling a beneficiary with an account in the Maryland College Investment Plan.         Plan Details
Maryland ABLE
Maryland
None $35 annually State administrative fees of 0.30% Ranges from 0.0628% to 0.0781%, depending on the selected investment option; none for the Cash Option. 0.30% - 0.3781%, depending on the selected investment option Plan Details
Attainable Savings Plan
Massachusetts
None None 0.15% for all portfolios, plus 0.05% state sponsor fee 0.37% - 0.73% 0.57% - 0.93% Plan Details
U.Fund College Investing Plan
Massachusetts
None. None. 0.09% for the index fund options (includes 0.045% state fee); 0.20% for the Fidelity fund options (includes 0.10% state fee); 0.14% for the Fidelity Blend fund options (includes 0.07% state fee). For the Bank Deposit Portfolio, there is a 0.10% Program Management Fee (includes 0.05% state fee) and is based on the Federal Funds Target Rate. Ranges from 0.02% to 0.05% annualized in the Fidelity index fund portfolios, from 0.30% to 0.76% annualized in the Fidelity funds portfolios, and 0.29% to 0.51% in the Fidelity Blend 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. 0.11% - 1.13% Enroll Now
U.Plan
Massachusetts
None.         Plan Details
MI 529 Advisor Plan
Michigan
None. None. 0.37% (includes a state fee of 0.05%) plus service fee of 0.25% (Class A, C and AR) and distribution fee of 0.40% - 0.75% (Class C) and 0.40% (Class AR). None for the Principal Plus Interest Portfolio. Ranges from 0.16% to 0.65% (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. Class A: 0.67% - 1.52%
Class C: 1.07% - 1.92%
Class AR: 1.07% - 1.92%
Plan Details
MiABLE
Michigan
None $45 annually; $11.25 assessed quarterly 0.50% for all portfolios Ranges from 0.17% to 0.28%. None for the Bank Money Market Investment Option 0.50% - 0.78% Plan Details
Michigan Education Savings Program (MESP)
Michigan
None. None. 0.02% manager fee plus 0.05% state fee. No fee for the Principal Plus Interest Option. 0.06% - 0.17%. None for the Principal Plus Interest Option. 0.12% - 0.24%. None for the Principal Plus Interest Option. Plan Details
Michigan Education Trust
Michigan
On-line enrollment: $25
Enrollment by mail: $60
        Plan Details
Minnesota ABLE Plan
Minnesota
None $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.
0.32%; none for the Checking Option Ranges from 0.02% to 0.05%, depending on the selected investment option 0.34% - 0.37%, depending on the selected investment option Plan Details
Minnesota College Savings Plan
Minnesota
None. None. 0.10% manager fee plus 0.0025% state fee. Manager fee and state fee do not apply to the Principal Plus Interest Option. Ranges from 0.02% to 0.06% in the Enrollment Year Investment Option and 0.03% to 0.14% in the Multi-fund and Single Fund Investment Options; none for the Principal Plus Interest Option. 0.1225% to 0.2425%. None for the Principal Plus Interest Option. Plan Details
Mississippi ABLE
Mississippi
None $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.
0.32%; none for the Checking Option Ranges from 0.02% to 0.05%, depending on the investment option chosen; none for the Checking Option 0.34% - 0.37%, depending on the investment option chosen; none for the Checking Option Plan Details
Mississippi Affordable College Savings (MACS) Program
Mississippi
None. $20 for account owners who have not elected to receive plan documents by electronic delivery 0.60% manager fee; 0.59% for the Managed Allocation Age Band 18+ option; no fee for the Guaranteed Option. Ranges from 0.05% to 0.13% (portfolio weighted average). None for the Guaranteed Option. 0.64% - 0.73%. None for the Guaranteed Option. Plan Details
Mississippi Prepaid Affordable College Tuition (MPACT) Program
Mississippi
$60         Plan Details
MO ABLE
Missouri
There is no application fee for online enrollments, but a fee of $50 will be assessed to all paper applications. $42, $3.50 monthly per STABLE account State administrative fee of 0.19% Ranges from 0.12% to 0.15%, none for the BankSafe option 0.19% - 0.34%, depending on the selected investment option Plan Details
MOST - Missouri's 529 Education Plan (Direct-sold)
Missouri
None None 0.15% - 0.21% 0.02% - 0.37% 0.23% - 0.57% Enroll Now
Achieve Montana
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. 0.52%; 0.47% for the Capital Preservation option, plus 0.20% administrative fee ( none for the Capital Preservation option) Ranges from 0.0% to 0.11% 0.47% - 0.83% Plan Details
Montana ABLE
Montana
None $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.
0.32%; none for the Checking Option Ranges from 0.02% to 0.05%, depending on the investment option chosen; none for the Checking Option 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. None. None Not applicable, interest rate on CD is tied to a formula. None Plan Details
Enable Savings Plan
Nebraska
None $45 annually, assessed at $11.25 per quarter   Ranges from 0.05% to 0.06%, depending on the selected investment option. The checking option has no asset-based fees. 0.50% - 0.56%, depending on the investment option chosen Enroll Now
Nebraska Education Savings Trust -- Advisor College Savings Plan
Nebraska
None. None. All portfolios except the Goldman Sachs Financial Square Government Money Market, Age-Based Index 17-18, Age-Based Index 19+, and Bank Savings option:
0.25% and a state fee of 0.02%, plus distribution fees of 0.25% (Class A) or 1.00% (Class C).

Goldman Sachs Financial Square Government Money Market, Age-Based Index 17-18, and Age-Based Index 19+:
0.25% and a state fee of 0.02%.

Bank Savings Option:
0.18% and a state fee of 0.02%
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. Class A: 0.20% - 1.51%
Class C: 0.20% - 2.26%
Plan Details
Nebraska Education Savings Trust -- Direct College Savings Plan
Nebraska
None. None 0.25% manager fee and a 0.02% fee to the state; 0.18% manager fee and 0.02% state fee for the Bank Savings option. 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. 0.20% - 1.26% Enroll Now
State Farm 529 Savings Plan
Nebraska
None, but contributions may be subject to a sales charge depending on share class. $25, waived for accounts with a balance exceeding $20,000. 0.27% (including 0.02% state fee) plus distribution fees of 0.25%; 0.27% (including 0.02% state fee) for the Money Market; 0.20% (including 0.02% state fee) for the Bank Savings options. 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. Class A: 0.45% - 0.61%
Bank Savings option: 0.20%
Plan Details
TD Ameritrade 529 College Savings Plan
Nebraska
None. None. 0.25% manager fee, plus a sub-administration fee of 0.05% and a 0.02% fee to the state. Core and Socially Aware portfolios also have a 0.10% consultant fee. Ranges from 0.04% to 0.18% (portfolio weighted average) in the age-based and static blend portfolios, and from 0.0175% to 0.56% in the individual-fund portfolios. 0.34% - 0.88% Plan Details
ABLE Nevada
Nevada
None $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.
0.32%; none for the Checking Option Ranges from 0.02% to 0.05%, depending on the selected investment option 0.34% - 0.37%, depending on the selected investment option Plan Details
Nevada Prepaid Tuition Program
Nevada
$100         Plan Details
Putnam 529 for America
Nevada
None, but contributions may be subject to a sales charge depending on share class. $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. 0.10% administrative fee to the state, plus reimbursed expenses of up to 0.04%, plus distribution/servicing fees as follows:

Money Market option: None

Fixed-Income Absolute Return: 0.25% (Class A), 0.45% (Class B), 1.00% (Class C)

All other options: 0.25% (Classes A and D), 1.00% (Class B); 1.00% (Class C)

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. 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
None. $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. 0.22% manager fee (0.27% for Savings Portfolio) plus state fee of 0.02% and tactical asset allocation fee of 0.07% for risk-based and age-based portfolios. 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. 0.28% - 0.89%; 0.29% for the Savings Portfolio. Enroll Now
The Vanguard 529 College Savings Plan
Nevada
None. None 0.11% to 0.19% 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. 0.15% - 0.44% Enroll Now
USAA 529 College Savings Plan
Nevada
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. 0.12% Not applicable., 0.35% to 0.94%. 0.47% to 1.06% Plan Details
Wealthfront 529 College Savings Plan
Nevada
None None 0.06% (includes 0.01% Board Fee) plus advisory fee of 0.25%. The 0.25% advisory fee is waived for Nevada residents on the first $25,000 for Nevada residents of assets under management. Glide path fees range from 0.12% - 0.15%. Individual underlying portfolio fees range from 0.04% to 0.39%. The portfolio glide paths range from 0.43% to 0.46%. Individual underlying portfolios range from 0.35% - 0.70%. Final expenses may be lower as the 0.25% advisory fee portion is waived for Nevada residents on the first $25,000 for of assets under management. Plan Details
Fidelity Advisor 529 Plan
New Hampshire
None, but contributions may be subject to a sales charge depending on unit class. $20 annually for accounts with less than $25,000, waived with automatic contributions of at least $50 per month of $150 per quarter. 0.20% management fee (includes 0.10% fee to the state), plus distribution/servicing fees as follows:

Fixed income, individual-fund portfolios: 0.15% (Class A), 1.00% (Class C), 0.75% (Class P), none (Class I)

All other portfolios: 0.25% (Class A), 1.00% (Class C), or 0.75% (Class P), none (Class I)
Ranges from 0.47% to 0.79% (portfolio weighted average) in the age-based and static multi-fund portfolios, and from 0.05 to 0.92% in the individual-fund portfolios. Class A: 0.40% - 1.37%
Class C: 1.25% - 2.12%
Class P: 1.00% - 1.87%
Class I: 0.25% - 1.00%
Plan Details
STABLE New Hampshire
New Hampshire
There is no application fee for online enrollments, but a fee of $50 will be assessed to all paper applications $42, $3.50 monthly per STABLE account State administrative fee of 0.19% Ranges from 0.12% to 0.15%, none for the BankSafe option 0.19% - 0.34%, depending on the selected investment option. Plan Details
UNIQUE College Investing Plan
New Hampshire
None. None. 0.09% for the index fund options (includes 0.05% state fee); 0.20% for the Fidelity fund options (includes 0.10% state fee); 0.14% for the Fidelity Blend options (includes 0.07% state fee). For the Bank Deposit Portfolio, there is a 0.10% Program Management Fee (includes 0.05% state fee) and is based on the Federal Funds Target Rate. Ranges from 0.02% to 0.05% annualized in the Fidelity index fund portfolios, from 0.30% to 0.76% annualized in the Fidelity funds portfolios, and 0.29% to 0.51% in the Fidelity Blend 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. 0.11% - 1.13% Enroll Now
Franklin Templeton 529 College Savings Plan
New Jersey
None, but contributions may be subject to a sales charge depending on share class. None 0.25% manager fee, plus distribution/servicing fees of 0.25% (Class A), or 1.00% (Class C); none for Advisor class and Franklin Money Portfolio. Ranges from 0.38% to 0.72% (portfolio weighted average) in the age-based and objective-based portfolios, and from 0.04% to 0.97% in the individual-fund portfolios. Class A: 0.34% - 1.47%
Class C: 0.34% - 2.22%
Advisor class: 0.29% - 1.22%
Plan Details
NJ ABLE
New Jersey
None $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.
0.32%; none for the Checking Option Ranges from 0.02% to 0.05%, depending on the investment option chosen; none for the Checking Option 0.34% - 0.37%, depending on the investment option chosen; none for the Checking Option Plan Details
NJBEST 529 College Savings Plan
New Jersey
None. None. 0.10% manager fee Ranges from 0.38% to 0.72% (portfolio weighted average) in the age-based and objective-based portfolios, and from 0.04% to 0.35% in the individual-fund portfolios. 0.14% - 0.82% Enroll Now
ABLE New Mexico
New Mexico
There is no application fee for online enrollments, but a fee of $50 will be assessed to all paper applications. $42, $3.50 monthly per STABLE account State administrative fee of 0.19% Ranges from 0.12% to 0.15%, none for the BankSafe option 0.19% - 0.34%, depending on the selected investment option. Plan Details
Scholar's Edge
New Mexico
None, but contributions may be subject to a sales charge depending on share class. $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. 0.20% management fee (includes 0.08% fee to the state), plus distribution/servicing fees of 0.25% for Class A and 1.00% for Class C (0.50% for class C of the Capital Preservation Portfolio). The Institutional Government Money Market Portfolio has no distribution/servicing fees Ranges from 0.49% to 0.71% (portfolio weighted average) in the age-based and static multi-fund portfolios, from 0.16% to 0.96% in the individual-fund portfolios, and 0.01% in the Capital Preservation Portfolio. Class A: 0.36% - 1.41%
Class C: 0.36% - 2.16%
Enroll Now
The Education Plan's College Savings Program
New Mexico
None. None 0.10% management fee (includes 0.05% fee to the state) Ranges from 0.05% to 0.06% (portfolio weighted average) for index-only options, and from 0.16% to 0.40% (portfolio weighted average) for all other options. 0.15% - 0.50% Enroll Now
New York's 529 Advisor-Guided College Savings Plan
New York
None, but contributions may be subject to a sales charge depending on share class. $25 annually for accounts with $25,000 or less. 0.30% manager fee, plus distribution/servicing fees of 0.25% (Class A), .90% - 1.00% (Class C), and None (Advisor Class) Ranges from 0.29% to 0.44% (portfolio weighted average) in the age-based and static multi-fund portfolios, from 0.03% to 0.74% in the individual-fund portfolios. Class A: 0.58% - 1.29%
Class C: 1.33% - 2.04%
Advisor Class: 0.33% - 1.04%
Plan Details
New York's 529 College Savings Program -- Direct Plan
New York
None. None. 0.13% manager fee; fee includes underlying fund expenses. Not applicable, included in the program management fee. 0.13% Enroll Now
NY ABLE
New York
None $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.
0.36% to 0.38% 0.02% to 0.04% 0.40% Plan Details
NC 529 Plan
North Carolina
None. 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. 0.25% 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

0.25% - 0.40% Enroll Now
The NC ABLE Program
North Carolina
None $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.
0.32%; none for the Checking Option Ranges from 0.02% to 0.05%, depending on the selected investment option 0.34% - 0.37%, depending on the selected investment option Plan Details
College SAVE (Advisor)
North Dakota
None $20 annually, waived for North Dakota residents. 0.50% to 0.51% (includes 0.10% fee to the state), plus distribution fee of 0.30%; distribution fee is waived for Interest Accumulation Portfolio 0.04% to 0.05% 0.85%; 0.55% for the Interest Accumulation Portfolio Plan Details
College SAVE (Direct)
North Dakota
None. $20 annually, waived for North Dakota residents. 0.50% to 0.51% (including 0.10% fee to the state) 0.04% to 0.05% 0.55% Enroll Now
BlackRock CollegeAdvantage Advisor 529 Savings Plan
Ohio
None, but contributions may be subject to a sales charge depending on share class. $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. 0.14% (includes 0.07% fee to the state), plus distribution/servicing fees of 0.25% (Class A) or 1.00% (Class C except 0.25% for the Money Market Option), 0.00% (Class I) Ranges from 0.04% to 1.05%. Class A: 0.43% - 1.44%
Class C: 0.56% - 2.19% Class I: 0.18% - 1.19%
Plan Details
CollegeAdvantage Guaranteed 529 Savings Plan
Ohio
None.         Plan Details
Ohios 529 Plan, CollegeAdvantage
Ohio
None. None. 0.13% manager fee plus 0.02% fee to the state.

Fifth Third options: No fees.

Age-based and static portfolios: 0.0356% to 0.17%
Individual fund portfolios: 0.02% to 0.38%
Fifth Third options: None
0.17% - 0.53%. None for Fifth Third options. Enroll Now
STABLE Account
Ohio
There is no application fee for online enrollments, but a fee of $50 will be assessed to all paper applications. $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. State administrative fee of 0.19% for Ohio and residents of partner states, 0.45% for all others. Ranges from 0.12% to 0.15%, none for the BankSafe option 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
None. None. 0.30% manager fee. No fee for the Guaranteed Option. 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. 0.35% - 0.78%. None for the Guaranteed Option. Plan Details
Oklahoma Dream 529 Plan
Oklahoma
None, but contributions may be subject to a sales charge depending on share class. $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. Program manager fee: 0.50%
Servicing and administrative fee: 0.25% (0.10% for PIMCO Short Asset option)
Class A distribution fee: None
Class C distribution fee: 0.75% (none for PIMCO Short Asset option)
Ranges from 0.38% to 0.64% (portfolio weighted average) in the age-based, 0.35% to 0.64% in the static multi-fund portfolios, and from 0.06% to 0.92% in the individual-fund portfolios. Class A: 0.81% - 1.67%
Class C: 0.94% - 2.42%
Plan Details
Oklahoma STABLE
Oklahoma
There is no application fee for online enrollments, but a fee of $50 will be assessed to all paper applications. $42, $3.50 monthly per STABLE account State administrative fee of 0.19% Ranges from 0.12% to 0.15%, none for the BankSafe option 0.19% - 0.34%, depending on the selected investment option Plan Details
ABLEforAll
Oregon
None $35 annually State Administrative Fees of 0.30% Ranges from 0.0446% to 0.0590%, depending on the selected investment option; none for the Cash Option 0.30% - 0.359%, depending on the selected investment option Plan Details
MFS 529 Savings Plan
Oregon
None, but contributions may be subject to a sales charge depending on share class. $25 annually for accounts with less than $25,000, waived for Oregon residents. 0.05 program management fee, plus distribution/servicing fees of 0.25% (Class 529A) or 1.00% (Class 529C). Ranges from 0.38% to 0.70% in the age-based and static multi-fund portfolios (portfolio weighted averages), and from 0.33% to 0.87% in the individual-fund portfolios. Waivers are in effect with end dates ranging from August 2019 to August 2020. Class A: 0.67% - 1.35%
Class C: 0.74% - 2.10%
Plan Details
Oregon ABLE Savings Plan
Oregon
None $45 annually State Administrative Fees of 0.30% Ranges from 0.0538% to 0.0702%, depending on the selected investment option; none for the Cash Option 0.30% - 0.3702%, depending on the selected investment option Plan Details
Oregon College Savings Plan
Oregon
None. None. 0.25% state administrative fee Ranges from 0.02% to 0.47% (portfolio weighted average). None for the FDIC-Insured Option. 0.25% - 0.716% Plan Details
Private College 529 Plan
Other
None.         Enroll Now
PA ABLE
Pennsylvania
None $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.
0.32% for all investment options Ranges from 0.02% to 0.06%, depending on the selected investment option 0.34% - 0.38%, depending on the selected investment option Plan Details
Pennsylvania 529 Guaranteed Savings Plan
Pennsylvania
$50 for accounts opened by mail; $25 for accounts opened online with an electronic bank transfer. Waived for newborns and newly adopted children if the account is opened within six months of the child's birth or finalization of adoption. 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
None. $10 annually, waived for accounts that have elected electronic delivery of all documents. 0.205%, consisting of 0.07% fee to the Commonwealth and 0.135% combined fee to Upromise and Vanguard Ranges from 0.02% - 0.12% 0.225% - 0.325% Plan Details
CollegeBound 529 (Advisor-sold)
Rhode Island
None, but contributions may be subject to a sales charge depending on share class. $20 annually for accounts with less than $25,000, waived for Rhode Island residents, and for accounts in the automatic contribution plan. 0.17% (includes 0.02% state administrative fee), plus distribution/servicing fee of 0.25% (Class A), 1.00% (Class and C), or 0.00% (Class I). None for Class RA. 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. Class A: 0.58% - 1.32%
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
None. None. 0.25%; none for Rhode Island residents 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. 0.29% - 0.85%; 0.04% - 0.60% for Rhode Island residents Enroll Now
RI's ABLE
Rhode Island
None $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.
0.32%; none for the Checking Option Ranges from 0.02% to 0.05%, depending on the selected investment option. None for the Checking Option 0.34% - 0.37%, depending on the selected investment option; none for the Checking Option Plan Details
Future Scholar 529 College Savings Plan (Advisor-sold)
South Carolina
None, but contributions may be subject to a sales charge depending on share class. $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. Management fee: 0.055%; none for the Bank Deposit 529 Portfolio

0.10% fee to the state, plus distribution/servicing fees of 0.15% - 0.25% (Class A), 0.15% - 1.00% (Class C), 0.50% (Class E), or none (Class I)
Ranges from 0.36% to 0.55% (portfolio weighted average) in the age-based and static portfolios, from 0.15% to 0.83% in the individual-fund portfolios. None for the Bank Deposit portfolio. Class A: 0.00% - 1.235%
Class C: 0.00% - 1.985%
Class E: 0.00% - 1.485%
Class I: 0.00% - 0.985%
Plan Details
Future Scholar 529 College Savings Plan (Direct-sold)
South Carolina
None. None. None Ranges from 0.07% to 0.16% (portfolio weighted average) in the aged-based and target allocation portfolios, and from 0.02% to 0.24% in the individual-fund portfolios. None for the Bank Deposit Portfolio. 0.00% - 0.24% Enroll Now
Palmetto ABLE Savings Program
South Carolina
There is no application fee for online enrollments, but a fee of $50 will be assessed to all paper applications. $42, $3.50 monthly per STABLE account State administrative fee of 0.19% Ranges from 0.12% to 0.15%, none for the BankSafe option 0.19% - 0.34%, depending on the selected investment option Plan Details
South Carolina Tuition Prepayment Program
South Carolina
$85         Plan Details
CollegeAccess 529 (Advisor-sold)
South Dakota
None, but contributions may be subject to a sales charge depending on share class. $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. 0.25% manager fee (waived for SD residents), plus distribution/servicing fees of 0.35% (Classes A and SD-A), 1.10% (Class C), or 1.00% (Class SD-C). Distribution/servicing fees for PIMCO Short Asset Investment & Ultrashort Bond portfolios: 0.10% Ranges from 0.46% to 0.54% (portfolio weighted average) in the age-based, 0.41% to 0.47% in the static multi-fund portfolios, and 0.34% to 1.01% in the individual-fund portfolios. Class A: 0.69% - 1.61%
Class C: 0.69% - 2.36%
Class SD-A: 0.44% - 1.36%
Class SD-C: 0.44% - 2.01%
Plan Details
CollegeAccess 529 (Direct-sold)
South Dakota
None. None. None Ranges from 0.46% to 0.54% (portfolio weighed average) in the age-based and static portfolios, and 0.88% to 1.01% 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%. 0.46% - 1.01% Enroll Now
ABLE TN
Tennessee
None None Program management fee ranges from 0.00% to 0.31%. Ranges from 0.00% to 0.62% 0.00% - 0.62%. Plan Details
Tennessee's BEST Prepaid College Tuition Plan
Tennessee
None.         Plan Details
TNStars College Savings 529 Program
Tennessee
None None 0.20%; none for the interest bearing account Ranges from 0.048% to 0.05% in the age-based option; 0.03% to 0.64% in the individual options; none for the interest bearing account. 0.23% to 0.84%, none for the interest bearing account. Plan Details
Lonestar 529 Plan
Texas
None, but contributions may be subject to a sales charge depending on share class. None. 0.5350% management fee (including 0.0843% state fee) for all portfolios. Additional distribution/servicing fees of 0.25% (Class A) or 1.00% (Classes B and Advisor class). The U.S. Government Money Market Portfolio has no distribution/servicing fees. 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. Class A: 0.6593% - 1.7293%
Class B: 0.6593% - 2.4793%
Advisor Class: 0.6593% - 2.4793%
Plan Details
Texas ABLE
Texas
None $48, $4.00 monthly 0.25% including 0.10% state administrative fee 0.14% to 0.40%; none for the Bank Savings Account Option 0.25% - 0.65% Plan Details
Texas College Savings Plan
Texas
None. None. 0.535% manager fee (plus 0.0843% state administrative fee); no administrative fee for index portfolios. 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. 0.5897% - 0.9887% Enroll Now
Texas Guaranteed Tuition Plan
Texas
$50         Plan Details
Texas Tuition Promise Fund
Texas
$25         Enroll Now
my529
Utah
None. None Ranges from 0.10% to 0.18% Ranges from 0.016% to 0.048%, except the FDIC-Insured option incurs no additional expenses. 0% to 0.393% for Customized Investment Options.. 0.13% - 0.178% for my529 investment options excluding the Customized Age-Based and the Customized Static options. The Customized Static and Age-Based options range is 0.18% - 0.573%, depending on the investment mix selected by the account owner. Plan Details
Vermont ABLE
Vermont
There is no application fee for online enrollments, but a fee of $50 will be assessed to all paper applications $42, $3.50 monthly per STABLE account State administrative fee of 0.19% Ranges from 0.12% to 0.15%, none for the BankSafe option 0.19% - 0.34%, depending on the selected investment option Plan Details
Vermont Higher Education Investment Plan
Vermont
None. A $10 mail delivery fee is charged annually, waived for accounts that have elected electronic delivery of all documents. Plan management fee ranges from 0.27% - 0.30%; administrative fee of 0.05% for each portfolio. 0.04% to 0.07%; none for the Principal Plus Interest Option. 0.39% for each portfolio; none for the Principal Plus Interest Option. Plan Details
ABLEAmerica
Virginia
$10 Account setup fee, currently waived $10, currently waived State administrative fee of 0.07% plus distribution fee of 0.30%; 0.07% plus management fee of 0.27% for Money Market option Ranges from 0.30% to 0.44% plus other expenses of 0.14% - 0.18% 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
None $3.25/monthly 0.10% and 0.15% on investment balances for the PNC and ABLEnow Administrative Fees, respectively Ranges from 0.12% to 0.15%, depending on the selected investment option 0.37% - 0.40%, depending on the selected investment option Enroll Now
CollegeAmerica
Virginia
None, but contributions may be subject to a sales charge depending on share class. None. All options except College Target Date Series and Portfolio Series:
0.26% to 0.80% (includes 0.07% state administrative fee), plus distribution/servicing fee of 0.19% to 0.28% (Class A), 0.97% to 1.00% (Class C), 0.49% to 0.50% (Class E) or 0.00% (Class F).

College Target Date Series:
No management fee, 0.07% state administrative fee, plus distribution/servicing fee of 0.23% to 0.30% (Class A), 1.00% (Class C), 0.50% (Class E) or 0.00% (Class F).

Portfolio Series:
No management fee, 0.07% state administrative fee, plus distribution/servicing fee of 0.22% to 0.25% (Class A), 1.00% (Class C), 0.50% (Class E) or 0.00% (Class F).
Ranges from 0.34% to 0.56% (portfolio weighted average) in the age-based and static multi-fund portfolios, and 0.06% to 0.29% in the individual-fund portfolios. Class 529-A: 0.48% - 1.29%
Class 529-C: 0.48% - 2.09%
Class 529-E: 0.47% - 1.49%
Class 529-F-1: 0.38% - 1.08%
Plan Details
Invest529
Virginia
Effective May 1, 2014, VA529 no longer charges an application fee for this program if application is submitted online. None. 0.10% manager fee. Ranges from 0.04% to 0.45% (portfolio weighted average) in the age-based and static multi-fund portfolios, and 0% to 0.64% in the individual-fund portfolios. 0.10% - 0.74% Enroll Now
Prepaid529
Virginia
Effective May 1, 2014, VA529 no longer charges an application fee for this program if application is submitted online.         Plan Details
DreamAhead College Investment Plan
Washington
None $35 annually 0.12% manager fee and a 0.10% administrative fee to the state 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 0.276% to 0.40% Enroll Now
Guaranteed Education Tuition (GET)
Washington
None for online enrollment; $50 for paper enrollment         Enroll Now
Washington State ABLE Savings Plan
Washington
None $35 annually, waived through June 30, 2019; $10 additional annual fee for printing and mailing paper documents Administrative fee of 0.30% Ranges from 0.0538% to 0.0702% 0.30% to 0.3702% depending on the selected investment option Plan Details
SMART529 Prepaid Tuition Plan
West Virginia
None.         Plan Details
SMART529 Select
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. 0.40% management fee (includes 0.05% to the state). Ranges from 0.17% to 0.27% (portfolio weighted average). 0.57% - 0.67% Plan Details
SMART529 WV Direct College Savings Plan
West Virginia
None. None. 0.08%. Ranges from 0.04% to 0.14%. 0.12% to 0.22% Plan Details
The Hartford SMART529
West Virginia
None. $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. 0.17% management fee (includes 0.07% to the state) except Stable Value has 0.15% management fee (includes 0.05% to the state), plus distribution/servicing fees of 0.25% (Class A), 0.80% (Class B), 0.99% (Class C), or 0% (Class E). Ranges from 0.14% to 0.92%. 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
There is no application fee for online enrollments, but a fee of $50 will be assessed to all paper applications. $42, $3.50 monthly per STABLE account State administrative fee of 0.19% Ranges from 0.12% to 0.15%, none for the BankSafe option 0.19% - 0.34%, depending on the selected investment option. Plan Details
Edvest
Wisconsin
None. None. 0.08% management fee. The state administrative fee of 0.10% is currently being waived. The management and state fees do not apply to the Principal Plus Interest Portfolio. 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. 0.08% - 0.41% Plan Details
Tomorrow's Scholar 529 Plan
Wisconsin
None, but contributions may be subject to a sales charge depending on share class. $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. 0.15% management fee (includes 0.07% fee to the state), plus distribution/servicing fees of 0.25% (Class A), 1.00% (Class AR for Rollovers), 1.00% (Class C), 0.50% (Class C1; TIAA-CREF portfolios), none (Class W), and 0.05% for TIAA-CREF Principal Protection Option. Class AR shares convert to Class A shares after one year at which time distribution/servicing fees are 0.25%. Class C shares convert to Class A shares after six years, at which time distribution/servicing fees are 0.25%. 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. 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
There is no application fee for online enrollments, but a fee of $50 will be assessed to all paper applications. $42, $3.50 monthly per STABLE account State administrative fee of 0.19% Ranges from 0.12% to 0.15%, none for the BankSafe option 0.19% - 0.34%, depending on the selected investment option. Plan Details
 

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