New Hampshire Fidelity Advisor 529 Plan

New Hampshire Fidelity Advisor 529 Plan Details

Program Type	Savings
Created	2001
State Agency	State Treasurer
Tax deduction	None for single filers None for joint filers
Program Manager	Fidelity Investments
Program distributor	Fidelity Investments Institutional Services Company, Inc.
Maximum contributions	Accepts contributions until all account balances in New Hampshire’s 529 plans for the same beneficiary reach $542,000.
Minimum contributions	There is no minimum to open an account. With the automatic investment plan, the minimum contribution level is $15 per month or $45 per quarter.
E-gifting platform	No
Enrollment or application fee	None, but contributions may be subject to a sales charge depending on unit class.
Account maintenance fee	$20 annually for accounts with less than $25,000, waived with automatic contributions of at least $50 per month of $150 per quarter.
Program management fee	0.20% management fee (includes 0.10% fee to the state), plus distribution/servicing fees as follows: Fixed income, individual-fund portfolios: 0.15% (Class A), 1.00% (Class C), 0.75% (Class P), none (Class I) All other portfolios: 0.25% (Class A), 1.00% (Class C), or 0.75% (Class P), none (Class I)
Expenses of the underlying investments	Ranges from 0.47% to 0.79% (portfolio weighted average) in the age-based and static multi-fund portfolios, and from 0.05 to 0.92% in the individual-fund portfolios.
Total asset-based expense ratio	Class A: 0.40% – 1.37% Class C: 1.25% – 2.12% Class P: 1.00% – 1.87% Class I: 0.25% – 1.12%

New Hampshire Fidelity Advisor 529 Plan Contacts

Website	https://institutional.fidelity.com/app/item/RD_13569_14599/fidelity-advisor-529-plan.html?pos=T
Telephone	1-877-208-0098

While we are providing general information about New Hampshire’s 529 plan, please consult the Plan Description and Participation Agreement for more detailed information and facts about the plan.

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