| State |
Name
of Fund |
Managed
by |
Residency
Requirement |
Total
Static Investment Choices |
Enrollment
Fee |
Maximum
Investment (i) |
Minimum
Investment |
| Alabama
(b) (u) |
Alabama
College Education Savings Program |
|
|
|
|
|
|
| Alaska |
University
of Alaska College Savings Plan |
T.
Rowe Price
866.277.1005
www.uacollegesavings.com |
No |
4 |
None |
$250,000
(i) |
$250
initial, $50 automatic monthly payments |
| |
Manulife
College Savings (distributed by Manulife Financial) |
T.
Rowe Price
866.222.7498
www.manulifecollegesavings.com |
No |
4 |
None |
$250,000
(i) |
$500
per portfolio, $50 per portfolio for subsequent investments |
| |
T.Rowe
Price College Savings Plan |
T.
Rowe Price
800.369.3641
www.troweprice.com/collegesavings |
No |
3 |
None |
$250,000
(i) |
$250
initial, $50 automatic monthly payments |
| Arizona
(n) |
Waddell
& Reed InvestEd Plan |
Waddell
& Reed
888.923.3355
www.waddell.com |
No |
3 |
$10 |
$177,000
(i) |
$500
lump sum, $50 AIP, or $25 payroll deduction |
| |
Arizona
Family College Savings Program |
Securities
Management & Research
888.667.3239
www.smrinvest.com |
No |
10 |
$10
per mutual fund |
$177,000 |
$20
to $500 dependent on mutual fund and frequency of contribution |
| |
Arizona
Family College Savings Program |
College
Savings Bank
800.888.2723
arizona.collegesavings.com |
No |
1 |
None |
$177,000 |
$250
initial, $25 pay period for payroll deduction, or $100/mo. ACH |
| Arkansas |
GIFT
(Great Investment For Tomorrow) College Investing Plan |
Mercury
Funds
877.442.6553
www.thegiftplan.com |
No |
4 |
None |
$245,000 |
$250
for residents; $1000 for non-residents |
| California |
Golden
State ScholarShare College Savings Trust |
TIAA-CREF
877.728.4338
www.scholarshare.com |
No |
3 |
None |
$124,799
to $174,648 based upon age of beneficiary |
$25,
$15/pay period for payroll deduction |
| Colorado
(b) |
CollegeInvest/Scholars
Choice College Savings Program |
Salomon
Smith Barney
888.572.4652
www.scholars-choice.com |
No |
3 |
None,
except accounts opened through brokers may have sales or deferred
load charges |
$235,000
(i) |
$25,
no minimum if paid through payroll deduction |
| Connecticut |
Connecticut
Higher Education Trust (CHET) |
TIAA-CREF
888.799.2438
www.aboutchet.com |
No |
2 |
None |
$235,000
(i) |
$25,
$15/pay period for payroll deduction |
| Delaware |
Delaware
College Investment Plan |
Fidelity
Investments
800.544.1655
www.fidelity.com |
No |
2 |
None |
$250,000 |
$500
initial, subsequent $50/mo. |
| Washington,
District of Columbia (u) |
|
|
|
|
|
|
|
| Florida
(b) (u) |
Florida
College Savings Plan |
TIAA-CREF |
|
|
|
|
|
| Georgia
(u) |
Georgia
Higher Education Savings Plan |
TIAA-CREF |
|
|
|
|
|
| Hawaii |
TuitionEDGE |
Delaware
Investments
800.362.7500
www.tuitionedge.com |
No |
3 |
No
- Annual maintenance fee of $25 |
$253,000 |
$15 |
| Idaho |
Idaho
College Savings Program (IDeal) |
TIAA-CREF
866.433.2533
www.idsaves.org |
No |
2 |
None |
$235,000
(i) |
$25,
$15/pay period for payroll deduction |
| Illinois
(b) |
Bright
Start College Savings Program |
Salomon
Smith Barney
877.432.7444
www.brightstartsavings.com |
No |
2 |
Up
to $30 fee if opened through a bank. No fee if opened directly or
through an SSB broker. |
$235,000 |
$25
initial, subsequent contributions $15 |
| Indiana |
CollegeChoice
529 Plan |
One
Group Investments
866.400.7526
www.collegechoiceplan.com |
No |
7 |
None,
except Fee Structure A includes 3.5% sales charge (no initial
sales charge for Structures B & C) |
$114,548
(increasing to $236,750 effective July 1, 2002) |
$50
initial, subsequent contribution $25 |
| Iowa |
College
Savings Iowa |
Vanguard
and State Treasurer's Office
888.672.9116 or
888.446.6696
www.collegesavingsiowa.com |
No |
|
None |
$146,000 |
$25
initial & subsequent, total contributions for a year must be
at least $50 |
| Kansas |
Learning
Quest Education Savings Program |
American
Century
800.579.2203
www.learningquestsavings.com |
No |
0
(does offer 3 age-based portfolios) |
None |
$235,000 |
$500
initial (Kansas residents); $2500 initial (non-resident),
subsequent $50 |
| Kentucky
(b) |
Kentucky
Education Savings Plan Trust |
TIAA-CREF
877.598.7878
www.kentuckytrust.org |
Yes |
1 |
None |
$235,000
(i) |
$25
initial and subsequent or $15/pay period for payroll deduction |
| Louisiana |
Student
Tuition Assistance and Revenue Trust Program (START) |
State
Treasurer
800.259.5626
www.osfa.state.la.us/START.htm |
Yes |
1 |
None |
$173,065 |
Initial
and subsequent contribution amount is $10 |
| Maine |
NextGen
College Investing Plan |
Merrill
Lynch
877.463.9843
www.nextgenplan.com |
No |
3
choices in Client Direct series; 11 choices available in Client
Adviser series available through brokers |
None |
$235,000 |
$250
initial or $50/mo. with payroll deduction |
| Maryland
(b) |
Maryland
College Investment Plan |
T.
Rowe Price
888.463.4723
www.collegesavingsmd.org |
No |
3 |
$90,
reduced under certain conditions |
$175,000 |
$250
initial or $25/mo. automatic contributions |
| Massachusetts
(b) |
U.
Fund College Investing Plan |
Fidelity
Investments
800.544.2776
www.fidelity.com |
No |
2 |
None |
$230,000 |
$1,000
initial or $50/mo. with payroll deduction |
| Michigan
(b) |
Michigan
Education Savings Program |
TIAA-CREF
877.861.6377
www.misaves.com |
No |
2 |
None |
$235,000 |
$25,
$15/pay period for payroll deduction |
| Minnesota |
Minnesota
College Savings Plan |
TIAA-CREF
877.338.4646
www.mnsaves.org |
No |
2 |
None |
$122,484 |
$25,
$15 for payroll deduction |
| Mississippi
(b) |
Mississippi
Affordable College Savings |
TIAA-CREF
800.486.3670
www.collegesavingsms.com |
No |
2 |
None |
$235,000
(i) |
$25
or $15/mo. payroll deduction |
| Missouri |
Missouri
Saving for Tuition Program |
TIAA-CREF
888.414.6678
www.missourimost.org |
No |
2 |
None |
$235,000 |
$25
or $15/mo. payroll deduction |
| Montana |
Montana
Family Education Savings Program |
College
Savings Bank
800.888.2723
montana.collegesavings.com |
No |
1 |
None |
$177,000 |
$250,
$25 for payroll deductions, $100/month or $250/qtr. ACH |
| Nebraska |
College
Savings Plan of Nebraska |
Union
Bank & Trust
888.993.3746
www.planforcollegenow.com |
No |
6 |
None |
$250,000 |
No
set minimums |
| |
AIM
College Savings Plan |
Union
Bank and AIM
877.246.7526
www.aimfunds.com |
No |
3 |
None,
but 3.5% sales load on Class A shares |
$250,000
(i) |
$500/portfolio
or $50 for automatic enrollment plan |
| Nevada
(b) |
America's
College Savings Plan |
Strong
Capital Management
877.529.5295
www.americas529plan.com |
No |
3 |
$25 |
$246,000 |
$250
initial or $50/mo. automatic deposit |
| |
American
Skandia College Savings Program (available through financial
advisors) |
Strong
Capital Management and American Skandia
1.800.SKANDIA
www.americanskandia.com |
No |
3 |
None,
Class A shares have 3.50% initial sales charge |
$246,000 |
$250
initial, $50 subsequent contributions |
| New
Hampshire |
UNIQUE
College Investing Plan |
Fidelity
Investments
800.544.1722
www.fidelity.com |
No |
2 |
None |
$233,240 |
$1,000
initial or $50/mo. electronic transfer |
| |
The
Advisor College Investing Plan (available through financial
advisors) |
Fidelity
Investments
800.522.7297
www.advisorxpress.com |
No |
2 |
None,
Class A shares have 3.50% initial sales charge |
$233,240 |
$1,000,
$50 for AIP |
| New
Jersey |
New
Jersey Better Educational Savings Trust |
State
Treasurer
877.465.2378
www.hesaa.org/njbest |
Yes |
|
None |
$185,000 |
$25/mo.
and $300 annual until account reaches $1,200 |
| New
Mexico (b) |
The
Education Plan's College Savings Program |
Schoolhouse
Capital
877.337.5268
www.theeducationplan.com |
No |
8 |
None |
$251,000 |
$250
initial, subsequent contributions must be $100 or $25/mo. payroll
deduction |
| |
CollegeSense
529 Higher Education Savings Plan (distributed through New York
Life Investment Management) |
Schoolhouse
Capital
866.529.7367
www.collegesense.com |
No |
8 |
None,
except "A" shares incur a sales load |
$251,000 |
$250
initial, $25/mo. or $75/qtr. |
| |
Scholar'sEdge |
Schoolhouse
Capital and OppenheimerFunds
866.529.7283
www.scholarsedge529.com |
No |
8 |
None,
except A shares incur a 3.5% sales load and contributions to
non-Oppenheimer funds incur 0.17% one-time fee |
$251,000 |
$250
initial, subsequent $100 or $25/mo. ACH |
| |
Arrive
Education Savings Plan |
Schoolhouse
Capital
877.277.4838
www.arrive529.com |
No |
8 |
None,
except "A" and "C" shares incur a sales load |
$251,000 |
$250
initial, or $25/month or $75/quarter |
| New
York |
New
York's College Savings Program |
TIAA-CREF
877.697.2837
www.nysaves.org |
No |
2 |
None |
$100,000
and capped when balance reaches $235,000 |
$25,
$15/pay period for payroll deduction |
| North
Carolina |
North
Carolina's National College Savings Program |
State
Treasurer
800.600.3453
www.collegevisionfund.org |
Yes |
4;
any of the 22 portfolios available in Seligman CollegeHorizonFunds |
None |
$268,804 |
$5,
$25 annual fee if balance under $1,000 |
| |
Seligman
CollegeHorizonFunds - Advisor sold |
Seligman
800.600.3453
www.seligman529.com |
No |
22
portfolios available |
None |
$268,804 |
$250
initial, $100 subsequent ($25 fee if account balance is below
$1,000) |
| North
Dakota |
College
SAVE |
Morgan
Stanley
866.728.3529
www.collegesave4u.com |
No |
4 |
None |
$168,000 |
$25,
$300 account balance by end of first year |
| Ohio |
Putnam
CollegeAdvantage Savings Plan |
Putnam
800.233.6734
www.collegeadvantage.com |
No
- sold only through brokers; residents should review Ohio
CollegeAdvantage Savings Plan |
13 |
None |
$232,000 |
$25,
or $15/month automatic contribution |
| |
Ohio
CollegeAdvantage Savings Plan |
Putnam
800.233.6734
www.collegeadvantage.com |
Yes |
10
asset class options and 4 asset allocation options |
None |
$232,000 |
$15 |
| Oklahoma |
Oklahoma
College Savings Plan |
TIAA-CREF
877.654.7284
www.OK4saving.org |
No |
2 |
None |
$235,000
(i) |
$25,
$15/pay period for payroll deduction |
| Oregon |
Oregon
College Savings Plan |
Strong
Capital Management
866.772.8464
www.oregoncollegesavings.com |
No |
6 |
None |
$250,000 |
$250
and subsequent contributions must be at least $25 |
| Pennsylvania
(n) (u) |
|
|
|
|
|
|
|
| Rhode
Island |
CollegeBoundfund |
Alliance
Capital Management
888.324.5057
www.collegeboundfund.com |
No |
3
portfolios, 9 individual mutual funds, and a principal-protection
income portfolio |
None |
$265,620
(i) |
$1,000
initial, $50 subsequent or initial minimum waived if contribute
$50/mo. in a periodic investment plan |
| South
Carolina (b) |
Future
Scholar 529 College Savings Plan |
Nations
Funds
Bank of America
800.765.2668
www.futurescholar.com |
No,
but nonresidents must open through a broker |
9 |
$25
(waived if SC resident and employee) |
$250,000 |
$250
initial and $50 subsequent |
| South
Dakota (u) |
|
|
|
|
|
|
|
| Tennessee
(b) |
Tennessee's
Baccalaureate Education Savings Trust (BEST) |
TIAA-CREF
888.486.2378
www.tnbest.org |
No |
|
None |
$100,000 |
$25,
$15/pay period for payroll deduction |
| Texas
(b) (u) |
|
|
|
|
|
|
|
| Utah |
Utah
Educational Savings Plan Trust |
Vanguard
and State Treasurer's Office
800.418.2551
www.uesp.org |
No |
2 |
None |
$175,000 |
$300
in any contribution year, $25/mo. payroll deduction |
| Vermont |
Vermont
Higher Education Investment Plan |
TIAA-CREF
800.637.5860
www.vsac.org/investment_plan/main.htm |
No |
2 |
None |
$240,100 |
$25,
$15/pay period for payroll deduction |
| Virginia
(b) |
CollegeAmerica |
American
Funds
800.421.4120
www.americanfunds.com/CollegeAmerica529SavingsPlan.html |
No |
21
individual funds |
$10 |
$250,000 |
$250
initial, subsequent contributions at least $50/fund |
| |
Virginia
Education Savings Trust |
State
agency
888.567.0540
www.virginiacollegesavingsplan.com |
No |
4 |
$85 |
$250,000 |
$25
and $250 minimum in first 12 months |
| Washington
(n) (u) |
|
|
|
|
|
|
|
| West
Virginia (b) |
SMART
529 - College Savings Option |
Hartford
Mutual Funds
866.574.3542
www.smart529.com |
No,
but nonresidents must go through a broker |
3
in direct sold; 8 in broker sold |
None
for residents; Max. of 5.5% sales charge in class A shares of
broker sold |
$265,620 |
Direct=$100
initial and $15 subsequent; Broker=$500 initial and $50 subsequent |
| Wisconsin |
EdVest
College Savings Program Wisconsin |
Strong
Capital Management
888.338.3789
www.edvestonline.com |
No |
5 |
$20 |
$246,000 |
$250
or $25/mo. |
| |
tomorrow's
scholar (made available through American Express) |
Strong
Capital Management
866.677.6933
tomorrowsscholar.com |
No |
3 |
$20 |
$246,000 |
$250
or $25/mo. AIP |
| Wyoming |
College
Achievement Plan |
Mercury
Funds
877.529.2655
www.collegeachievementplan.com |
No |
4 |
None |
$245,000 |
$1000
($250 for Wyoming residents), subsequent contributions at least
$50 |
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