Hawaii 529 Plan

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Hawaii 529 Plan:

  • Open to Residents
  • Open to non-residents

Program match on contributions: None

State tax deduction or credit for contributions: None

Age-based investment options: The Age-Based Option contains four portfolios of underlying investment strategies. Contributions are placed into the portfolio corresponding to the beneficiary’s age, and later reassigned to more conservative portfolios as the beneficiary approaches college age.

Static investment options: Select among four multi-fund portfolios (Growth, Moderate Growth, Conservative Growth, and Income) and two individual-fund portfolios (Total Stock Market Index and Money Market).

Single Portfolios All portfolios have a 0.71% ER.

Growth Portfolio Moderate Growth Portfolio Conservative Growth Portfolio Income Portfolio Stand-alone Portfolios


  • Vanguard Total Stock Market Index (60%)
  • Vanguard Total International Index (15%)
  • Vanguard Total Bond Index (25%)
  • Vanguard Total Stock Market Index (40%)
  • Vanguard Total International Index (10%)
  • Vanguard Total Bond Index (50%)


Vanguard Total Stock Market Index (20%)
Vanguard Total International Index (5%)
Vanguard Total Bond Index (75%)
  • Vanguard Total Bond Index (50%)
  • Vanguard Inflation Indexed Bond (25%)
  • Vanguard Prime Money Fund (25%)
  • Stock Index
Vanguard Total Stock Market Index (100%)
  • Money Market
Vanguard Prime Money Fund (100%)


Expenses: 0.71%; maintenance fee: $20 annually

See also

529 Plan Pages

Links

How to Cite

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529 Plans
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