| 529 Plan Resources | |
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| 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 http://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 http://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 http://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 http://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 http://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 http://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 http://www.scholars-choice.com/ |
No |
3 |
None, except accounts opened
through brokers may have sales or deferred load charges |
$235,000 (i) |
$25 with subsequent contribution
of at least $15, no minimum if paid through payroll deduction |
| Connecticut | Connecticut Higher Education Trust (CHET) | TIAA-CREF 888.799.2438 http://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 http://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 | Georgia Higher Education Savings Plan | TIAA-CREF Tuition Financing,
Inc. (TFI) 877.424.4377 http://www.gacollegesavings.com/ |
No |
3 |
None |
$235,000 |
$25, $15 through automatic investment
plan |
| Hawaii | TuitionEDGE | Delaware Funds 866.529.3343 http://www.tuitionedge.com/ |
No, but Hawaii nonresidents must
go through a financial advisor |
3 |
None. Sales charge may apply
for funds sold through financial advisors |
$235,000 |
$15 per investment option |
| Idaho | Idaho College Savings Program (IDeal) | TIAA-CREF 866.433.2533 http://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 http://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 http://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 http://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 http://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 http://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 http://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 http://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 http://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 http://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 http://www.mnsaves.org/ |
No |
2 |
None |
$235,000 |
$25, $15 for payroll deduction |
| Mississippi (b) | Mississippi Affordable College Savings | TIAA-CREF 800.486.3670 http://www.collegesavingsms.com/ |
No |
2 |
None |
$235,000 (i) |
$25 or $15/mo. payroll deduction |
| Missouri | Missouri Saving for Tuition Program (MO$T) | TIAA-CREF 888.414.6678 http://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 | AIM College Savings Plan | AIM Funds 877.246.7526 http://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 |
| College Savings Plan of Nebraska | Union Bank & Trust 888.993.3746 http://www.planforcollegenow.com/ |
No |
6 |
None |
$250,000 |
No set minimums |
|
| Nevada(b) | America's College Savings Plan | Strong Capital Management 877.529.5295 http://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 http://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 http://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 Advisor Funds 800.522.7297 http://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 http://www.theeducationplan.com/ |
No |
8 |
None. Advisor sold accounts subject
to 3.5% initial sales charge and additional .25% fee |
$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 http://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 http://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 http://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 http://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 http://www.collegevisionfund.org/ |
Yes |
4; any of the 22 portfolios available in Seligman College HorizonFunds |
None |
$268,804 |
$5, $25 annual fee if balance
under $1,000 |
| Seligman CollegeHorizonFunds - Advisor sold | Seligman 800.600.3453 http://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 and Van Kampen 866.728.3529 http://www.collegesave4u.com/ |
4 |
None |
$269,000 |
$25, $300 account balance by
end of first year |
|
| Ohio | Putnam CollegeAdvantage Savings Plan | Putnam 800.233.6734 http://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 http://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 http://www.ok4saving.org/ |
No |
2 |
None |
$235,000 (i) |
$25, $15/pay period for payroll
deduction |
| Oregon | Oregon College Savings Plan | Strong and First American
Funds 866.772.8464 http://www.oregoncollegesavings.com/ |
No |
6 |
None. Broker-sold plan may charge
sales load of 3.5% on A shares |
$250,000 |
$250 and subsequent contributions
must be at least $25 |
| Pennsylvania (n) (u) | |||||||
| Rhode Island | CollegeBoundfund | Alliance Capital Management 888.324.5057 http://www.collegeboundfund.com/ |
No |
None |
$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 http://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 | CollegeAccess 529 | PIMCO Funds 866.529.7462 http://www.collegeaccess529.com/ |
No, but nonresidents must go
through a financial advisor |
Multiple options |
None |
$305,000 |
$250 initial, or $50/month through
AIP |
| Tennessee(b) | Tennessee's Baccalaureate Education Savings Trust (BEST) | TIAA-CREF 888.486.2378 http://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 http://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 |
No |
21 individual funds |
$10 |
$250,000 |
$250 initial, subsequent contributions
at least $50/fund |
| Virginia Education Savings Trust | State agency 888.567.0540 http://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 http://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 Investment 888.338.3789 http://www.edvestonline.com/ |
No |
5 |
$20 |
$246,000 |
$250 or $25/mo. |
| tomorrow's scholar | Strong Funds and American
Express 866.677.6933 tomorrowsscholar.com |
No |
3 |
$20 |
$246,000 |
$250 or $25/mo. AIP |
|
| Wyoming | College Achievement Plan | Mercury Funds and MFS Investment
Management 877.529.2655 http://www.collegeachievementplan.com/ |
No |
4 |
None |
$245,000 |
$1000 ($250 for Wyoming residents),
subsequent contributions at least $50 |