Our most popular plan with a choice of aggressive to conservative investments to match with your risk preferences. Managed by Vanguard, one of the world's most trusted investment managers.
Our most popular plan, managed by Vanguard, with a choice of investment options to match your risk preferences.
Protects your principal and guarantees an annual rate of return of 1.79% for calendar years 2022 and 2023, net of all fees.
An FDIC-insured 529 savings plan that also offers the state’s tax deduction for contributions by Colorado taxpayers.
Working with a financial professional? This plan offers advisors and investors a full range of aggressive to conservative investment options to match with your risk preferences.
Working with a financial professional? This plan offers a full range of investment options to match your risk preferences.
For employers offering 529s as a free, voluntary benefit, we'll conduct a free webinar or lunch and learn to educate your employees on our various plans.
This option allows companies to contribute directly to employees' 529 accounts, accelerating their savings potential and earning a corporate tax credit for doing so.
The following audited financial statements include balance sheets, income statements, cash flow statements, and the Management’s Discussion and Analysis (MDA) for each of the Colorado 529 savings plans.
2021 and 2022
2020 and 2021
2019 and 2020
2018 and 2019
2017 and 2018
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