January OAK WEALTH ADVISORS 2019 ABLE ACCOUNT COMPARISON MATRIX AK AL AR AZ CA ABLE Contact Information

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AK AL AR AZ CA ak.savewithable.com 888.609.8871 enableal.com 866.833.7949 ar.savewithable.com 888.609.8874 az able.com calable.ca.gov 833.225.2253 YES YES YES YES $40 to $60 $45 $40 to $60 $42 $37 Portion of annual maintenance fee (Summer ) Investment s 0.34% to 0.37% 0.50% to 0.56% 0.34% to 0.37% 0.19% to 0.34% 0.44% to 0.53% Six Five Six Five Four TIAA CREF $400,000 $360,000 $366,000 $462,000 $529,000

CO D.C. DE FL GA coloradoable.org 888.609.3468 dc.savewithable.com 888.609.3458 de.savewithable.com 888.609.8914 myablesavings.com 888.524.2253 georgiastable.com YES YES YES $45 to $60 $40 to $60 $40 TO $60 $42 Investment s 0.34% to 0.37% 0.34% to 0.37% 0.34% to 0.37% 0.04% to 0.29% 0.19% to 0.34% Six Six Six Seven Five $400,000 $500,000 $350,000 $418,000 $462,000

IA IL IN KS KY iable.gov 888.609.8910 il.savewithable.com 888.609.8683 in.savewithable.com 888.609.3457 ks.savewithable.com 888.609.8919 stablekentucky.com YES YES YES YES Up to $3,239 YES $45 to $60 $45 to $60 $45 to $60 $40 to $60 $42 Investment s 0.34% to 0.37% 0.34% to 0.37% 0.34% to 0.37% 0.34% to 0.38% 0.19% to 0.34% Six Six Six Six Five $420,000 $450,000 $450,000 $370,000 $462,000

LA MA MD MI MN able.osfa.la.gov 800.259.5626 mefa.org/products/attainable 800.449.6332 marylandable.org 855.563.2253 miable.org 844.656.7225 mn.savewithable.com 888.609.8872 YES YES YES YES $2,500 Single/$5,000 Joint with a carry forward $5,000 Single/$10,000 Joint $30 $35 $45 $40 to $60 $50 Portion of annual maintenance fee Investment s 0.13% to 0.15% 0.55% to 0.94% 0.30% to 0.38% 0.50% to 0.78% 0.34% to 0.37% Seven Eight Four Six Six (Fidelity) (Marquette Associates) $500,000 $400,000 $350,000 $500,000 $425,000

MO MT NC NE NH moable.com mt.savewithable.com 888.609.3461 nc.savewithable.com 888.627.7503 enablesavings.com 844.362.2534 stablenh.com YES YES YES $8,000 Single/$16,000 Joint YES $10,000 of contributions Single&Joint $42 $45 to $60 $45 to $60 $45 $42 Portion of annual maintenance fee Investment s 0.19% to 0.34% 0.34% to 0.37% 0.34% to 0.37% 0.50% to 0.55% 0.19% to 0.34% Five Six Six Five Five $462,000 $396,000 $450,000 $400,000 $462,000

NJ NM NV NY OH nj.savewithable.com 888.609.8869 ablenewmexico.com nv.savewithable.com 888.609.8916 mynyable.org 855.569.2253 stableaccount.com YES YES YES $4,000 Single&Joint $45 to $60 $42 $40 to $60 $45 to $55 $30 Investment s 0.34% to 0.37% 0.19% to 0.34% 0.34% to 0.37% 0.40% 0.19% to 0.34% Six Five Six Four Five $305,000 $462,000 $370,000 $100,000 $462,000

OK OR PA RI SC okstable.org oregonablesavings.com 844.999.2253 paable.gov 855.529.2253 ri.savewithable.com 888.609.8915 scable.org YES YES YES $2,310 Single/$4,620 Joint if beneficiary under 21 $15,000 Single&Joint $42 $45 $45 to $60 $40 to $60 $42 $50 Investment s 0.19% to 0.34% 0.30% to 0.38% 0.34% to 0.38% 0.34% to 0.37% 0.19% to 0.34% Five Four Six Six Five $462,000 $310,000 $511,758 $395,000 $426,000 YES YES YES

TN TX VA VT WA abletn.gov 855.922.5386 texasable.org 844.489.2253 able now.com 844.669.2253 vermontable.com washingtonstateable.com 844.600.2253 YES $2,000 Single&Joint with a carry forward $48 $39 $42 $0 through June 30, then $35 $50 Investment s 0.00% to 0.62%. Most 0.35% 0.39% to 0.65% 0.37% to 0.40% 0.19% to 0.34% 0.30% to 0.37% Fourteen Four Five Four Four Vanguard and DFA $350,000 $370,000 $500,000 $462,000 $310,000 n

WV WY American Funds wvable.com wyable.com americanfunds.com 800.421.4225 americanfunds.com YES YES $2,000 $42 $42 $10* WAIVED UNTIL FURTHER TICE Direct Deposit Investment s 0.19% to 0.34% 0.19% to 0.34%.47% to.92% 5.75% SALES CHARGE Five Five Seven American Funds $462,000 $462,000 $500,000 + YES YES YES