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* As of December 31, 2023.
† Largest by assets, according to the 529 Quarterly Data Update, Fourth Quarter 2023 from ISS Market Intelligence. As of December 31, 2023, CollegeAmerica’s assets under management (AUM) was $85.7 billion.
‡ 529 College Savings Quarterly Fee Analysis, Fourth Quarter 2023 from ISS Market Intelligence. CollegeAmerica’s fees were in the lowest fee quartile of the 32 national advisor-sold 529 plans and in the lowest fee quartile of the 29 national fee-based, advisor-sold 529 plans, based on the average annual asset-based fees that included CollegeAmerica's Class 529-A and 529-F-3 shares, respectively.
§ Funds in a 529 savings account can also be used for payments toward the principal and interest of a qualified student loan (up to a $10,000 lifetime maximum per individual) for the beneficiary and each of the beneficiary's siblings.
|| Penalty-free rollovers can be made if the account has been open for more than 15 years, and the amount to be rolled over must have been in the account for a minimum of five years. This rollover allowance has a $35,000 lifetime cap per beneficiary.