Admin fee drops for my529’s Customized options

my529 recently reduced the Administrative Asset Fee for Customized Age-Based and Customized Static investment options by one basis point (0.010%). The fee decrease, from 0.120% to 0.110% (or $1.10 per $1,000 invested annually), went into effect on July 1, 2025. The reduction will benefit about 20% of my529 accounts.

Based on assets invested in the Customized investment options as of July 1, 2025, cumulative savings in the coming year are estimated to be about $730,000.

Please refer to my529.org or the July 2025 Supplement to the March 2025 Program Description for the most recent fee information.

From the FAN — Summer 2025
A piggy bank stands next to piles of money.

Summer 2025 FAN

Admin fee drops for my529’s Customized options
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Important Legal Notice

Investing is an important decision. The investments in your account may vary with market conditions and could lose value. Carefully read the Program Description in its entirety for more information and consider all investment objectives, risks, charges and expenses before investing. For a copy of the Program Description, call 800.418.2551 or visit my529.org.

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FDIC insurance is subject to limits set by federal law. Click here for more information about FDIC Insurance.

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