Dept. of Financial Institutions: Edvest 529 plan reaches $6 billion in assets

Plan Lowers Program Management Fee MADISON, Wis. (July 9, 2025) – Wisconsin’s Edvest 529 college savings plan has reached a significant milestone of $6 billion in assets under management, triggering a reduction of the plan’s program management fee to 0.05% (5 basis points), effective July 1, 2025. This lower fee ensures that an even greater share of every dollar saved will go toward future higher ...