Hawaii 529 Plan

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This page provides information on Direct-sold 529 Plans and highlights indexed portfolios. All information is derived from Savingforcollege.com and from 529 plan sites and disclosure documents. If you would like to compare this plan with other direct sold plans, use these Compare by Plan Name and Compare by Feature tools.

  • Open to Residents
  • Open to non-residents


Hawaii 529 Plan:
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).
Expenses: 0.75%; maintenance fee: $20 annually
Policy Regarding Ownership Changes Accepts requests to transfer account ownership.


Single Funds
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%)


Links

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Please see [url=http://www.bogleheads.org/wiki/Hawaii_529_Plan]Hawaii 529 Plan[/url] on the [url=http://www.bogleheads.org/wiki/Main_Page]Bogleheads Wiki[/url].

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