Hawaii 529 plan

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The Hawaii 529 plan 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.
Policy Regarding Beneficiary Changes: Accepts requests to change designated beneficiary.
Policy Regarding Rollovers: Accepts incoming direct and indirect rollovers.

Allows outgoing direct and indirect rollovers.

Investment options

Age-based option

The age-based plan utilizes the portfolios listed below. The portfolios have the same allocations as the namesake static multi-fund portfolios.

Age-Based Index Portfolios Underlying Funds
Funds

Hawaiiagebased.jpg

  • Vanguard Growth Portfolio
  • Vanguard Moderate Growth Portfolio
  • Vanguard Conservative Growth Portfolio
  • Vanguard Income Portfolio
  • Vanguard Money Market Portfolio


Static options

The following static multi-fund and standalone portfolios are available to investors in the Hawaii 529 savings plan.

Static Multi-fund Portfolios
Vanguard funds
Growth Portfolio Moderate Growth Portfolio Conservative Growth Portfolio Income Portfolio Stand-alone Portfolios


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


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


External links