529 Plans Search Criteria

All searchable data points for 529 plans are listed here under their category (or view) heading. (Some data points are listed in more than one category.)

Tip: Use Ctrl + F to find individual data points immediately, without having to scroll through this complete document.

Snapshot

• Name

• State

• Program Manager 1

• Program Manager 2

• Trustee

• Plan Inception Date

• Net Assets Date

• Net Assets - Plan

• % of Funds 4-5 Stars

• Number of Age-Based Portfolios

• Number of Static Portfolios

• Annual State Tax Deduction

• Qualified Schools

• SecId

Fees and Expenses

• Min Management Fee

• Max Management Fee

• Min Portfolio Expense Ratio

• Max Portfolio Expense Ratio

• Min Annual Maintenance Fee

• Max Annual Maintenance Fee

• Enrollment Fee

• Fee to Charge Beneficiary

• Fee for Non-Qualified Withdrawals

Purchase Information

• Max Investment per Beneficiary

• Min Initial Purchase - Resident (USD)

• Min Initial Purchase - Non-Resident (USD)

• Min Additional Purchase - Resident (USD)

• Min Additional Purchase - Non-Resident (USD)

• Min Initial AIP - Resident (USD)

• Min Initial AIP - Non-Resident (USD)

• Min Additional AIP - Resident (USD)

• Min Additional AIP - Non-Resident (USD)

• Closed to New Inv