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

• Direct link to 529 plan site
• Plan document
• Morningstar Overview
• State Creditor Protections for 529 Plans

How to Cite

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529 Plans

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