529 PLANS

Total asset-based expense ratio

Plan Total asset-based expense ratio:
AlabamaABLE
Alabama
0.30% - 0.34%, depending on the selected investment option Plan Details
CollegeCounts 529 Fund
Alabama
0.17% - 0.80% Enroll Now
CollegeCounts 529 Fund Advisor Plan
Alabama
Class A: 0.21% - 1.48%
Class C: 0.21% - 1.73%
Class F: 0.21% - 1.23%
Plan Details
Alaska 529
Alaska
0.15% - 0.89% Enroll Now
Alaska ABLE Plan
Alaska
0.34% - 0.37%, depending on the investment option chosen. Plan Details
John Hancock Freedom 529
Alaska
Class A: 0.89% - 1.50%
Class C2: 1.64% - 2.25%
Class F: 0.74% - 1.25%
Money Market: 0.62%
Plan Details
T. Rowe Price College Savings Plan
Alaska
0.18% - 0.89% Enroll Now
AZ ABLE
Arizona
0.19% - 0.33%, depending on the selected investment option Plan Details
Fidelity Arizona College Savings Plan
Arizona
0.11% - 0.99% Enroll Now
Ivy InvestEd 529 Plan
Arizona
0.79% - 0.90% in the InvestEd Portfolios
0.59% - 1.31% in the Ivy Funds Portfolios
0.49% in the Ivy Government Money Market portfolio
Plan Details
AR ABLE
Arkansas
0.34% - 0.37%, depending on the investment option chosen; none for the Checking Option 0.19% - 0.33% for Ohio residents and partner states, depending on the selected investment option; 0.45% - 0.59%, for residents of other states, depending on the selected investment option Plan Details
GIFT College Investing Plan
Arkansas
0.53%; 0.39% 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
CalABLE
California
0% - 0.53%, depending on investment options chosen. Plan Details
ScholarShare 529
California
0.06% - 0.51%. 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
0.32% Enroll Now
Scholars Choice College Savings Program
Colorado
Class A: 0.57% - 1.57%
Class C: 1.05% - 2.07%
Class O: 1.05%
Cash Reserve Option: 1.05%
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
ABLE CT
Connecticut
0.34% - 0.37%, depending on the investment option chosen; none for the Checking Option Plan Details
CHET Advisor 529 College Savings Program
Connecticut
Class A: 0.40% - 1.37% Class C: 1.25% - 2.12% Class P: 1.00% - 1.87% Class I: 0.25% - 1.12% Plan Details
Connecticut Higher Education Trust (CHET)
Connecticut
0.11% - 0.99% Plan Details
Delaware College Investment Plan
Delaware
0.11% - 0.99% Enroll Now
DEPENDABLE
Delaware
0.34% - 0.37%, depending on the investment option chosen; none for the Checking Option Plan Details
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
0.00% - 0.29% Plan Details
Florida 529 Savings Plan
Florida
0.02% - 0.77% Enroll Now
Georgia STABLE
Georgia
0.19% - 0.33%, depending on the selected investment option Plan Details
Path2College 529 Plan
Georgia
0.00% - 0.12%. None for the Principal Plus Interest Option. Enroll Now
Hawaii's College Savings Program
Hawaii
0.58% - 0.66% Enroll Now
Idaho College Savings Program (IDeal)
Idaho
0.49%; 0.34% for the Savings Portfolio Enroll Now
Bright Directions Advisor-Guided 529 College Savings Program
Illinois
Class A: 0.30% - 1.57%
Class C: 0.30% - 1.82%
Class E: 0.30% - 1.57%
Class F: 0.20% - 1.32%
Class G: 0.30% - 1.57%
Class H: 0.20% - 1.32%
Plan Details
Bright Start Direct-Sold College Savings Program
Illinois
0.10% - 0.81% Plan Details
Illinois ABLE
Illinois
0.34% - 0.37%, depending on the investment option chosen. Plan Details
CollegeChoice 529 Direct Savings Plan
Indiana
0.14% - 0.77%
Enroll Now
CollegeChoice Advisor 529 Savings Plan
Indiana
Class A: 0.66% - 1.40%
Class C: 1.41% - 2.15%
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
0.19% Enroll Now
IAble Plan
Iowa
0.34% - 0.37%, depending on the investment option chosen Plan Details
IAdvisor 529 Plan
Iowa
Class A: 0.83% - 1.61%
Class C: 0.90% - 2.36%
Plan Details
Kansas ABLE Savings Plan
Kansas
0.34% - 0.37%, depending on the investment option chosen Plan Details
Learning Quest 529 Education Savings Program (Direct-sold)
Kansas
0.10% - 0.771% Plan Details
Learning Quest Advisor
Kansas
Class A: 0.35% - 1.73%
Class C: 0.85% - 2.48%
Plan Details
Schwab 529 College Savings Plan
Kansas
0.39% - 0.98; Index portfolios have all-inclusive fee of 0.25%. Plan Details
KY Saves 529
Kentucky
0.20% - 0.81%; None for the Guaranteed Option. Enroll Now
STABLE Kentucky
Kentucky
0.19% - 0.33%, depending on the selected investment option. Plan Details
LA ABLE
Louisiana
0.07% to 0.15% Plan Details
START Saving Program
Louisiana
0.02% - 0.14%. None for the Principal Protection option. Plan Details
NextGen 529 -- Client Direct Series
Maine
0.00% - 0.57% Enroll Now
NextGen 529 -- Client Select Series
Maine
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
0.16% - 0.69% Plan Details
Maryland ABLE
Maryland
0.3628% - 0.3781%, depending on the selected investment option; 0.95% for Cash Option (includes 0.65% for program costs of providing the Prepaid Card) Plan Details
Attainable Savings Plan
Massachusetts
0.58% - 0.91% Plan Details
U.Fund College Investing Plan
Massachusetts
0.11% - 0.99% Enroll Now
MI 529 Advisor Plan
Michigan
Class A: 0.67% - 1.50%
Class C: 1.07% - 1.90%
Class AR: 1.07% - 1.90%
Class I: 0.42% - 1.25%
Plan Details
MiABLE
Michigan
0.50% - 0.78% Plan Details
Michigan Education Savings Program (MESP)
Michigan
0.075% - 0.135%. None for the Principal Plus Interest Option. Plan Details
Minnesota ABLE Plan
Minnesota
0.34% - 0.37%, depending on the selected investment option Plan Details
Minnesota College Savings Plan
Minnesota
0.1225% to 0.2825%. None for the Principal Plus Interest Option. Plan Details
Mississippi ABLE
Mississippi
0.34% - 0.37%, depending on the investment option chosen; none for the Checking Option Plan Details
Mississippi Affordable College Savings (MACS) Program
Mississippi
0.63% - 0.73%. None for the Guaranteed Option. Plan Details
MO ABLE
Missouri
0.19% - 0.33%, depending on the selected investment option Plan Details
MOST - Missouri's 529 Education Plan (Direct-sold)
Missouri
0.18% - 0.51% Enroll Now
Achieve Montana
Montana
0.40% - 0.59% Plan Details
Montana ABLE
Montana
0.34% - 0.37%, depending on the investment option chosen; none for the Checking Option Plan Details
Enable Savings Plan
Nebraska
0.50% - 0.55%, depending on the investment option chosen Plan Details
Nebraska Education Savings Trust -- Advisor College Savings Plan
Nebraska
Class A: 0.17% - 1.02%
Class C: 0.17% - 1.27%
Class C-1: 0.17% - 1.77%
Class F: 0.17% - 0.77%
Plan Details
Nebraska Education Savings Trust -- Direct College Savings Plan
Nebraska
0.10% - 0.66% Plan Details
State Farm 529 Savings Plan
Nebraska
Class A: 0.35% - 0.50%
Bank Savings option: 0.17%
Plan Details
TD Ameritrade 529 College Savings Plan
Nebraska
0.21% - 0.75% Plan Details
ABLE Nevada
Nevada
0.34% - 0.37%, depending on the selected investment option Plan Details
Putnam 529 for America
Nevada
Class A: 0.47% - 1.44%
Class B: 0.47% - 2.19%
Class C: 0.47% - 2.19%
Class D: 0.96% - 1.18%
Class Y: 0.30% - 1.19%
Plan Details
SSGA Upromise 529 Plan
Nevada
0.28% - 0.89%; 0.29% for the Savings Portfolio. Enroll Now
The Vanguard 529 College Savings Plan
Nevada
0.12% - 0.42% Enroll Now
USAA 529 College Savings Plan
Nevada
0.46% to 1.06% Plan Details
Wealthfront 529 College Savings Plan
Nevada
The portfolio glide paths range from 0.43% to 0.46%. Individual underlying portfolios range from 0.35% - 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
Class A: 0.40% - 1.37%
Class C: 1.25% - 2.12%
Class P: 1.00% - 1.87%
Class I: 0.25% - 1.12%
Plan Details
STABLE New Hampshire
New Hampshire
0.19% - 0.33%, depending on the selected investment option. Plan Details
UNIQUE College Investing Plan
New Hampshire
0.11% - 0.99% Enroll Now
Franklin Templeton 529 College Savings Plan
New Jersey
Class A: 0.33% - 1.51%
Class C: 0.33% - 2.26%
Advisor class: 0.28% - 1.26%
Plan Details
NJ ABLE
New Jersey
0.34% - 0.37%, depending on the investment option chosen; none for the Checking Option Plan Details
NJBEST 529 College Savings Plan
New Jersey
0.14% - 0.81% Enroll Now
ABLE New Mexico
New Mexico
0.19% - 0.33%, depending on the selected investment option. Plan Details
Scholar's Edge
New Mexico
Class A: 0.53% - 1.61%
Class C: 1.28% - 2.36%
Class R: 0.28% - 1.36%
Enroll Now
The Education Plan's College Savings Program
New Mexico
0.10% - 0.40% Plan Details
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
Morgan Stanley National Advisory 529 Plan
North Carolina
0.69% to 0.76% Plan Details
NC 529 Plan
North Carolina
0.25% - 0.35% Enroll Now
The NC ABLE Program
North Carolina
0.34% - 0.37%, depending on the selected investment option Plan Details
College SAVE (Advisor)
North Dakota
0.84%; 0.54% for the Interest Accumulation Portfolio Plan Details
College SAVE (Direct)
North Dakota
0.49% Plan Details
BlackRock CollegeAdvantage Advisor 529 Savings Plan
Ohio
Class A: 0.42% - 1.44%
Class C: 0.56% - 2.19% Class I: 0.17% - 1.19%
Plan Details
Ohio's 529 Plan, CollegeAdvantage
Ohio
0.155% - 0.445%. None for Fifth Third Bank options. Plan Details
STABLE Account
Ohio
0.19% - 0.33% for Ohio residents and partner states, depending on the selected investment option; 0.45% - 0.59%, for residents of other states, depending on the selected investment option Plan Details
Oklahoma College Savings Plan
Oklahoma
0.30% - 0.57%. None for the Guaranteed Option. Plan Details
Oklahoma Dream 529 Plan
Oklahoma
Class A: 0.40% - 1.37%
Class C: 1.25% - 2.12%
Class I: 0.25% - 1.12%
Class P: 1.00% - 1.87%
Plan Details
Oklahoma STABLE
Oklahoma
0.19% - 0.33%, depending on the selected investment option Plan Details
ABLEforAll
Oregon
0.30% - 0.3516%, depending on the selected investment option Plan Details
MFS 529 Savings Plan
Oregon
Class A: 0.67% - 1.34%
Class C: 0.78% - 2.09%
Plan Details
Oregon ABLE Savings Plan
Oregon
0.30% - 0.3516%, depending on the selected investment option Plan Details
Oregon College Savings Plan
Oregon
0.25% - 0.72% Plan Details
PA ABLE
Pennsylvania
0.34% - 0.38%, depending on the selected investment option Plan Details
Pennsylvania 529 Investment Plan
Pennsylvania
0.21% - 0.31% Enroll Now
CollegeBound 529 (Advisor-sold)
Rhode Island
Class A: 0.58% - 1.33%
Class C: 1.33% - 2.08%
Class RA (RI-resident): 0.41% - 1.15%
Class RZ (RI-resident): 0.16% - 0.91%
Class I: 0.33% - 1.08%
Enroll Now
CollegeBound Saver (Direct-sold)
Rhode Island
0.28% - 0.35%; 0.03% - 0.35% for Rhode Island residents Plan Details
RI's ABLE
Rhode Island
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
Class A: 0.46% - 1.69%
Class C: 0.46% - 2.44%
Class E: 0.46% - 1.94%
Class I: 0.30% - 1.44%
None for Bank Deposit 529 Portfolio
Plan Details
Future Scholar 529 College Savings Plan (Direct-sold)
South Carolina
0.00% - 0.25% Enroll Now
Palmetto ABLE Savings Program
South Carolina
0.19% - 0.33%, depending on the selected investment option Plan Details
CollegeAccess 529 (Advisor-sold)
South Dakota
Class A: 0.71% - 1.79%
Class C: 0.71% - 2.54%
Class F: 0.36% - 1.44%
Class SD-A: 0.46% - 1.54%
Class SD-C: 0.46% - 2.19%
Plan Details
CollegeAccess 529 (Direct-sold)
South Dakota
0.42% - 1.19% Enroll Now
ABLE TN
Tennessee
0.00% - 0.84%. Plan Details
TNStars College Savings 529 Program
Tennessee
0.23% to 0.84%, 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
0.12% - 0.165% for my529 investment options excluding the Customized Age-Based and the Customized Static options. The Customized Static and Age-Based options range is 0.15% - 0.48%, depending on the investment mix selected by the account owner. 0.235% for the Stable Value option. Enroll Now
Vermont ABLE
Vermont
0.19% - 0.33%, 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
Class ABLE-A: Ranges from 0.37% to 0.80% (after waiver)

Class ABLE-F-2: Ranges from 0.30% to 0.49% (after waiver)

Maximum initial sales charge for Class ABLE-A:
3.50% for American Funds Portfolio Series except 2.50% American Funds Preservation Portfolio; none for Money Market

No sales charege for Class ABLE-F-2

Breakpoint pricing:
American Funds Portfolio Series except American Funds Preservation Portfolio (dealer commission):
Less than $250,000 - 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: 0.44% - 1.32%
Class 529-C: 0.45% - 2.10%
Class 529-E: 0.43% - 1.48%
Class 529-F-1: 0.63% - 1.35%
Class 529-F-2: 0.35% - 0.99%
Class 529-F-3: 0.29% - 0.93%
Plan Details
Invest529
Virginia
0.09% - 0.62% Enroll Now
DreamAhead College Investment Plan
Washington
0.254% to 0.33% Plan Details
Washington State ABLE Savings Plan
Washington
0.30% to 0.3702% depending on the selected investment option Plan Details
SMART529 Select
West Virginia
0.57% - 0.63% Plan Details
SMART529 WV Direct College Savings Plan
West Virginia
0.12% to 0.21% Plan Details
The Hartford SMART529
West Virginia
Class A: 0.53% - 1.33%
Class B: 1.08 - 1.88%
Class C: 1.27% - 2.07%
Class E: 0.28% - 1.08%
Plan Details
WV ABLE
West Virginia
0.19% - 0.33%, depending on the selected investment option. Plan Details
Edvest
Wisconsin
0.07% - 0.35%; none for Principal Plus Interest Portfolio Plan Details
Tomorrow's Scholar 529 Plan
Wisconsin
Class A: 0.44% - 1.40%
Class AR (for rollovers): 1.19% - 2.15%
Class C: 1.50% - 2.15%
Class C1 (TIAA-CREF portfolios): 0.69% - 0.71%
Class W: 0.19% - 1.15% TIAA-CREF Principal Protection: 0.19%
Plan Details
WY ABLE
Wyoming
0.19% - 0.33%, depending on the selected investment option. Plan Details
 

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