Morningstar’s adviser-sold 529 plans: The good, bad and ugly
Morningstar rating: Bronze
Inception: 2010
Plan options: 29
Age-based options: 6
Total fee range: 0.52 – 2.66%
Initial purchase minimum: None
Maximum investment: $350,000
In-state tax deduction: Single, up to $5,000; joint filing, up to $10,000
Program manager: Union Bank & Trust Co.
Plan trustee: Board of Trustees of CollegeCounts 529 Fund