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| The Definitive 529 Plan Information (and Comparison) Chart |
| This view is Sorted By: State |
| See Full View |
St | Name | Manager | How Sold | Open to Non-Res |
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Contact info |
Read Prospectus |
Name | St | ||||||||||||||||||||||||||||||||||||||||||||||||||||
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AK | T. Rowe Price College Savings Plan | T. Rowe Price | direct | yes | 0 | $25, waivable | 0.28% | 0.52% to 0.67% | 8 age-blends | 4 | -- | -- | - | $850.3 | 10-31-07 | $250 | $50 | $320000 |  |
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T. Rowe Price College Savings Plan | AK | ||||||||||||||||||||||||||||||||||||||||||
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AK | University of Alaska College Savings Plan | T. Rowe Price | direct | yes | 0 | $25, waivable | 0.28%, waived for ACT Portfolio | 0.39% to 0.74% | 8 age-blends | 5 | -- | -- | - | $196.1 | 10-31-07 | $250 | $50 | $320000 | |
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University of Alaska College Savings Plan | AK | ||||||||||||||||||||||||||||||||||||||||||
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AK | John Hancock Freedom 529 | Multi-Managed Platform | advisor | yes | 0 | $30, waivable | 0.75% – 1.65% | 0.32 – 1.35% | 6 age-blends | 16 | -- | -- | - | $2241.7 | 10-31-07 | $1000 | $50 | $320000 | |
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John Hancock Freedom 529 | AK | ||||||||||||||||||||||||||||||||||||||||||
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AL | The Higher Education 529 Fund | Van Kampen Asset Management | direct | no | 0 | 0 | 0 | Class S: 1.00% to 1.38% | 3 portfolios with 5 age-blends | 8 | -- | -- | 35,000 plus | $709.0 | 10-31-07 | $250 | $25 | $300000 | |
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The Higher Education 529 Fund | AL | ||||||||||||||||||||||||||||||||||||||||||
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AL | The Higher Education 529 Fund (advisor) | Van Kampen Asset Management | advisor | yes | 0 | 0 | 0 | A: 1.13% to 1.70% B: 1.74% to 2.45% C: 1.88% to 2.48% |
3 portfolios with 5 age-blends | 8 | -- | -- | 35,000 plus | $564.5 | 11-30-06 | $250 | $25 | $300000 | |
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The Higher Education 529 Fund (advisor) | AL | ||||||||||||||||||||||||||||||||||||||||||
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AR | GIFT College Investing Plan | Upromise Investments, Inc. | direct | yes | 0 | $20, waivable | 0.85% | Included in the management fee | 3 options with 5 age-blends each | 6 | -- | -- | 13,000 plus | $172.2 | 10-31-07 | $250 | $50 | $245000 | |
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GIFT College Investing Plan | AR | ||||||||||||||||||||||||||||||||||||||||||
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AR | iShares 529 Plan | Barclays Global Investors | advisor | yes | 0 | 0 | 0.21% to 0.75% | 0 | 1 | 0 | -- | -- | - | $0.0 | $500 | $0 | $366000 | |
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iShares 529 Plan | AR | |||||||||||||||||||||||||||||||||||||||||||
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AZ | Pacific Funds 529 Savings Plan AZ - Advisor | Pacific Funds | advisor | no | $10 | 0 | 0 | A: 1.10% - 2.05% B: 2.03% - 2.55% C: 2.03% - 2.55% |
none | 19 | -- | -- | - | $52.5 | 11-30-06 | $500 | $50 | $304000 | |
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Pacific Funds 529 Savings Plan AZ - Advisor | AZ | ||||||||||||||||||||||||||||||||||||||||||
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AZ | Arizona Family College Savings Program (CSB) | College Savings Bank | direct | yes | 0 | 0 | 0 | N/A | 0 | 0 | -- | -- | - | $63.0 | 06-30-04 | $250 | $25 | $275000 | |
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Arizona Family College Savings Program (CSB) | AZ | ||||||||||||||||||||||||||||||||||||||||||
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AZ | Arizona Family College Savings Program (SM&R) | Securities Management & Research, Inc | direct & advisor | yes | $10 per fund | 0 | 0.30% | 0.49% to 2.10% | 0 | 10 | -- | -- | - | $8.8 | 08-30-05 | $250 | $25 | $275000 | |
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Arizona Family College Savings Program (SM&R) | AZ | ||||||||||||||||||||||||||||||||||||||||||
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AZ | Waddell & Reed InvestEd Plan | Waddell & Reed | advisor | yes | $10 | $20, waivable | 0.85% | 0.83 – 0.94% | 0 | 0 | -- | -- | - | $287.8 | 10-31-07 | $500 | $1 | $289000 | |
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Waddell & Reed InvestEd Plan | AZ | ||||||||||||||||||||||||||||||||||||||||||
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AZ | Pacific Funds 529 Savings Plan AZ - Direct | Pacific Funds | direct | no | 0 | 0 | 0 | 1.59% - 1.84% (Age-based) 1.10% - 2.05% (Indiv Fund) |
none | 19 | -- | -- | - | $52.5 | 11-30-06 | $500 | $50 | $304000 | |
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Pacific Funds 529 Savings Plan AZ - Direct | AZ | ||||||||||||||||||||||||||||||||||||||||||
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AZ | Fidelity Arizona College Savings Plan | Fidelity Investments | direct | yes | 0 | $20, waivable | 0.30% | 0.47% to 0.79% | 8 age-blends | 2 | -- | -- | 7,700 plus | $116.3 | 09-30-06 | $50 | $50 | $304000 | |
- | Fidelity Arizona College Savings Plan | AZ | ||||||||||||||||||||||||||||||||||||||||||
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CA | Golden State ScholarShare College Savings Trust | TIAA-CREF | direct | yes | 0 | 0 | 0.50% for the index fund options, 0.30% for actively managed fund options, 0.80% for the Social Choice Portfolio | Included in management fee | 2 portfolios: Actively-managed or Index funds | 2 | yes | -- | 135,000 plus | $2545.8 | 10-30-07 | $25 | $15 | $285000 | |
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Golden State ScholarShare College Savings Trust | CA | ||||||||||||||||||||||||||||||||||||||||||
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CO | CollegeInvest Direct Portfolio College Savings Plan | The Vanguard Group and Upromise Investments | direct | yes | 0 | $20, waivable | 0.75% | Included in management fee | 3 portfolios with 5 age-blends | 8 | -- | -- | - | $775.6 | 10-31-07 | $25 | $25 | $280000 | |
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CollegeInvest Direct Portfolio College Savings Plan | CO | ||||||||||||||||||||||||||||||||||||||||||
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CO | Scholars Choice | Legg Mason | advisor | yes | 0 | $20, waivable | Class O: 0.99% | 0.85% - 1.36% | 7 age-blends | 9 | -- | -- | - | $2605.0 | 10-31-07 | $250 | $50, (no min for direct deposit) | $280000 | |
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Scholars Choice | CO | ||||||||||||||||||||||||||||||||||||||||||
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CO | Stable Value Plus College Savings Program | Travelers Insurance Company | direct | yes | 0 | 0 | 0.75% | Included in management fee | none | 5 | -- | -- | - | $0.0 | -- | $25 | $25 | $280000 | |
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Stable Value Plus College Savings Program | CO | ||||||||||||||||||||||||||||||||||||||||||
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CT | Connecticut Higher Education Trust (CHET) | TIAA-CREF | direct | yes | 0 | 0 | 0.65% | 0.08% to 0.20% | Managed Allocation Option has 6 age-blends | 2 | yes | -- | 49,000 plus | $1015.8 | 10-31-07 | $25 | $15 | $235000 | |
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Connecticut Higher Education Trust (CHET) | CT | ||||||||||||||||||||||||||||||||||||||||||
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DC | DC 529 College Savings Program | Calvert Asset Management | direct & advisor | yes | 0 for residents, $25 for others | $15 for residents, $30 for others | 0.15% | 0.57% to 1.27% | 5 age-blends | 7 | yes | -- | 4,000 plus | $87.9 | 11-30-06 | $100 | $15 | $260000 | |
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DC 529 College Savings Program | DC | ||||||||||||||||||||||||||||||||||||||||||
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DE | Delaware College Investment Plan | Fidelity Investments | direct | yes | 0 | $20, waivable | 0.30% | 0.42% - 0.81% (index portfolios fees are capped at 0.5%) | 8 age-blends | 3 | -- | -- | 19,700 plus | $411.4 | 10-31-07 | $50 | $15 | $270000 | |
- | Delaware College Investment Plan | DE | ||||||||||||||||||||||||||||||||||||||||||
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FL | Florida College Investment Plan | Florida Prepaid College Board | direct | yes | $50, non-refundable | 0 | 0.75% | Included in management fee | 5 age-blends | 4 | -- | -- | 14,400 plus | $146.2 | 10-31-07 | $250 | $25 | $287000 | |
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Florida College Investment Plan | FL | ||||||||||||||||||||||||||||||||||||||||||
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GA | Path2College 529 Plan | TIAA-CREF | direct | yes | 0 | 0 | 0.50 to 0.76% (0 for Guar Option) | Included in management fee | 2 porfolios with 6 age-blends | 2 | yes | -- | 83,000 plus | $577.9 | 10-31-07 | $25 | $15 | $235000 | |
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Path2College 529 Plan | GA | ||||||||||||||||||||||||||||||||||||||||||
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HI | HI529 - Hawaii's College Savings Program | Upromise Investment Advisors | direct | no | 0 | $20, waivable | 0.75% | Included in management fee | 4 age-blends | 3 | -- | -- | 3,000 plus | $40.9 | 10-31-07 | $15 | $15 | $305000 | |
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HI529 - Hawaii's College Savings Program | HI | ||||||||||||||||||||||||||||||||||||||||||
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HI | TuitionEDGE (advisor) | Delaware Investments | advisor | yes | 0 | $25, waivable | 0.95% | Included in management fee | 7 age-blends | 3 | -- | -- | 3,000 plus | $35.7 | 11-30-06 | $15 | $15 | $305000 | |
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TuitionEDGE (advisor) | HI | ||||||||||||||||||||||||||||||||||||||||||
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IA | College Savings Iowa | Vanguard Group | direct | yes | 0 | 0 | 0.62% | Included in management fee | 4 Portfoilos with 5 age-blends | 8 | -- | -- | 93,000 plus | $2119.6 | 10-31-07 | $25 | $25 | $239000 | |
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College Savings Iowa | IA | ||||||||||||||||||||||||||||||||||||||||||
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ID | Idaho College Savings Program (IDeal) | Upromise and Vanguard | direct | yes | 0 | 0 | 0.70% (0 for Guar Option) | 0.18% - 0.26% | 6 blends | 1 | yes | -- | 11,700 plus | $130.6 | 10-31-07 | $25 | $15 | $310000 | |
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Idaho College Savings Program (IDeal) | ID | ||||||||||||||||||||||||||||||||||||||||||
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IL | Bright Start College Savings Program | Oppenheimer Funds Inc | direct | yes | $30, if opened via a bank | 0 | 0.99% | Included in management fee | 6 age-blends | 3 | -- | yes | 109,000 plus | $1326.6 | 10-31-07 | $25 | $1 | $235000 | |
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Bright Start College Savings Program | IL | ||||||||||||||||||||||||||||||||||||||||||
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IN | CollegeChoice 529 Plan | JPMorgan Funds Management | direct | yes | 0 | $10, waivable | 0.40% | 0.20% to 1.49% | 3 portfolios with 5 age-blends | 1 | -- | -- | 47,900 plus | $701.6 | 10-31-07 | $50 | $25 | $298770 | |
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CollegeChoice 529 Plan | IN | ||||||||||||||||||||||||||||||||||||||||||
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IN | CollegeChoice 529 Plan (advisor) | JPMorgan Funds Management | advisor | yes | 0 | $10, waivable | Included in Sales Charges | 0.20% to 1.49% | 3 portfolios with 5 age-blends | 1 | -- | -- | 47,900 plus | $669.8 | 09-30-06 | $50 | $25 | $298770 | |
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CollegeChoice 529 Plan (advisor) | IN | ||||||||||||||||||||||||||||||||||||||||||
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KS | Learning Quest Education Savings Program | American Century | direct | yes | 0 | $20, waivable | 0.20% | Age-based: 0.52%-0.87% Static: 0.12%-0.93% |
4 Portfoilos with 7 age-blends. Also a Short-term portfolio |
6 | -- | -- | - | $1640.4 | 03-30-07 | $200 ($1000 non-residents) for Lump-sum; $25($50 non-res) for Auto deposit |
$25 ($50 for non-residents) | $290000 | |
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Learning Quest Education Savings Program | KS | ||||||||||||||||||||||||||||||||||||||||||
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KS | Schwab 529 College Savings Plan | American Century Investments | direct | yes | 0 | $20, waivable | 0.20% | 0.58% - 1.11% | 4 age-blends | 6 | -- | -- | - | $570.4 | 10-31-07 | $250 ($1000 non-residents) for Lump-sum; $25($50 non-res) for Auto deposit |
$25 ($50 for non-residents) | $290000 | |
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Schwab 529 College Savings Plan | KS | ||||||||||||||||||||||||||||||||||||||||||
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KS | Learning Quest Education Savings Program (advisor) | American Century | advisor | yes | 0 | $27, waivable | 0.39% | Age-based: 0.49%-0.88% Static: 0.12%-0.93% |
3 Portfoilos with 7 age-blends. Also a Short-term portfolio |
6 | -- | -- | - | $1198.4 | 11-30-06 | $500 ($2500 non-residents) for Lump-sum; $25($50 non-res) for Auto deposit |
$50 | $235000 | |
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Learning Quest Education Savings Program (advisor) | KS | ||||||||||||||||||||||||||||||||||||||||||
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KY | Kentucky Education Savings Plan Trust | TIAA-CREF | direct | yes | 0 | 0 | 0.80% (0 for Guaranteed Option) | Included in management fee | 6 age-blends | 1 | yes | -- | 7,800 plus | $106.6 | 10-31-07 | $25 | $15 | $235000 | |
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Kentucky Education Savings Plan Trust | KY | ||||||||||||||||||||||||||||||||||||||||||
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LA | Student Tuition Assistance and Revenue Trust Program (START) | Louisiana State Treasurer | direct | no | 0 | 0 | 0 | Approx 0.25% for the Vanguard LifeStrategy funds; 0 for the Fixed Earnings | 4 age-blends | 5 | -- | -- | 16,200 plus | $40.2 | 09-30-06 | $10 | $10 | $224465 | |
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Student Tuition Assistance and Revenue Trust Program (START) | LA | ||||||||||||||||||||||||||||||||||||||||||
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MA | U.Fund College Investing Plan | Fidelity Investments | direct | yes | 0 | 0 | 0.30% (0.50% for Index Fund portfolios) | Included, except for actively managed portfolios: 0.47%-0.79% | 2 porfolios with 8 age-blends | 3 | -- | -- | - | $2849.7 | 10-31-07 | $15 | $50 | $250000 | |
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U.Fund College Investing Plan | MA | ||||||||||||||||||||||||||||||||||||||||||
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MD | College Savings Plans of Maryland - College Investment Plan | T. Rowe Price | direct | yes | 0 | $25, waivable | 0.28% | 0.40% to 0.71% | 8 age-blends | 4 | -- | -- | 61,600 plus | $1544.7 | 10-31-07 | $250 | $25 | $250000 | |
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College Savings Plans of Maryland - College Investment Plan | MD | ||||||||||||||||||||||||||||||||||||||||||
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ME | NextGen College Investing Plan Client Direct Series |
Merrill Lynch | direct | yes | 0 | $50, waivable | 0.50% | 0.68%-1.19% | 2 options (with different managers) each with 6 age-blends | 6 | yes | -- | 147,600 plus | $5576.9 | 10-31-07 | $250 | $25 | $290000 | |
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NextGen College Investing Plan Client Direct Series |
ME | ||||||||||||||||||||||||||||||||||||||||||
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ME | NextGen College Investing Plan Client Select Series |
Merrill Lynch | advisor | yes | 0 | $50, waivable | Included in Sales Charges | 0.68%-1.19% | 2 options (with different managers) each with 6 age-blends | 6 | yes | -- | 147,600 plus | $4423.1 | 11-30-06 | $250 | $25 | $290000 | |
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NextGen College Investing Plan Client Select Series |
ME | ||||||||||||||||||||||||||||||||||||||||||
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MI | Michigan Education Savings Program | TIAA-CREF | direct | yes | 0 | 0 | 0.45% (0 for Guar Option) | Included in management fee | 3 portfolios with 6 age-blends | 1 | yes | -- | 150,200 plus | $1883.7 | 10-31-07 | $25 | $15 | $235000 | |
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Michigan Education Savings Program | MI | ||||||||||||||||||||||||||||||||||||||||||
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MN | Minnesota College Savings Plan | TIAA-CREF | direct | yes | 0 | 0 | 0.65% (0 for Guar option) | Included in management fee | 6 age-blends | 1 | yes | -- | 50,000 plus | $644.1 | 10-31-07 | $25 | $15 | $235000 | |
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Minnesota College Savings Plan | MN | ||||||||||||||||||||||||||||||||||||||||||
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MO | Missouri Saving for Tuition Program (MO$T) | Upromise Investments, Inc | direct | yes | 0 | 0 | 0.65% to 1.52% | Included in the Management fee | 3 (Conservative, Moderate, and Aggessive) | 1 | yes | -- | - | $1075.6 | 10-31-07 | $500 per Portfolio | $50 | $235000 | |
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Missouri Saving for Tuition Program (MO$T) | MO | ||||||||||||||||||||||||||||||||||||||||||
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MO | Missouri Saving for Tuition Program (MO$T) - advisor | Upromise Investments, Inc | advisor | yes | 0 | 0 | 0 | 0.48% – 2.15% | none | 0 | -- | -- | - | $55.0 | 05-31-06 | $500 per Portfolio | $0 | $235000 | |
- | Missouri Saving for Tuition Program (MO$T) - advisor | MO | ||||||||||||||||||||||||||||||||||||||||||
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MS | Mississippi Affordable College Savings | TIAA-CREF | direct & advisor | no | 0 | 0 | 0.70% | 0.16% - 0.40% | 6 age-blends | 1 | yes | -- | - | $76.2 | 10-31-07 | $25 | $15 | $235000 | |
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Mississippi Affordable College Savings | MS | ||||||||||||||||||||||||||||||||||||||||||
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MT | Montana Family Education Savings Program | College Savings Bank | direct | yes | 0 | 0 | 0 | N/A | 0 | 0 | -- | -- | - | $45.3 | 04-30-06 | $250 | $50 | $304000 | |
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Montana Family Education Savings Program | MT | ||||||||||||||||||||||||||||||||||||||||||
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MT | Pacific Funds 529 College Savings Plan MT | Pacific Funds | direct & advisor | no | 0 | 0 | 0 | Varies by fund | 0 | 20 | -- | -- | - | $51.1 | 09-30-06 | $1 | $1 | $304000 | |
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Pacific Funds 529 College Savings Plan MT | MT | ||||||||||||||||||||||||||||||||||||||||||
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NC | National College Savings Program | College Foundation, Inc. and Upromise | direct | yes | 0 | 0 | Vanguard: 0.75%, Seligman CollegeHorizonFunds: 0.10%, Other options: 0.25% | 0.40% to 1.22% | 3 portfolios with 5 age-blends | 6 | yes | -- | - | $374.5 | 10-31-07 | $25 | $25 | $325280 | |
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National College Savings Program | NC | ||||||||||||||||||||||||||||||||||||||||||
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ND | College SAVE | Upromise Investments, Inc | direct & advisor | yes | 0 | $20, waivable | 0.85% | Included in the Management fee | 3 portfolios with 5 age-blends | 4 | -- | -- | - | $335.9 | 10-31-07 | $25 | $25, ($25 subsequent) | $269000 | |
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College SAVE | ND | ||||||||||||||||||||||||||||||||||||||||||
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NE | AIM College Savings Plan | OFI Private Investments Inc | advisor | yes | 0 | $25, waivable | 0.35% to 1.1% | 0 | 7 age-blends | 18 | -- | -- | - | $464.1 | 10-31-07 | $500 | $25 | $300000 | |
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AIM College Savings Plan | NE | ||||||||||||||||||||||||||||||||||||||||||
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NE | College Savings Plan of Nebraska | Union Bank & Trust | direct | yes | 0 | $20 | 0.60% | 0.05% to 1.04% | 4 Portfoilos with 5 age-blends | 27 | -- | -- | 113,000 plus | $924.8 | 09-30-06 | $1 | $1 | $300000 | |
- | College Savings Plan of Nebraska | NE | ||||||||||||||||||||||||||||||||||||||||||
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NE | TD Ameritrade 529 College Savings Plan | Union Bank and Trust | direct | yes | 0 | $30 | 0.85% | 0.05% - 1.04% | 4 Portfoilos with 5 age-blends | 27 | -- | -- | - | $151.0 | 07-29-05 | $1 | $1 | $300000 | |
- | TD Ameritrade 529 College Savings Plan | NE | ||||||||||||||||||||||||||||||||||||||||||
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NE | State Farm College Savings Plan | OFI Private Investments Inc | advisor | yes | 0 | $25, waivable | 0.35% | 1.00% - 1.29% | 7 age-blends | 1 | -- | -- | - | $0.0 | -- | $500 | $25 | $300000 | |
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State Farm College Savings Plan | NE | ||||||||||||||||||||||||||||||||||||||||||
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NE | College Savings Plan of Nebraska (advisor) | Union Bank & Trust | advisor | yes | 0 | $20 | 0.60% | Average: - Age-Based Port: 0.26% - Target Port: 0.30% - Individual Fund Port: 0.29% |
4 Portfoilos with 5 age-blends | 27 | -- | -- | 113,000 plus | $924.8 | 09-30-06 | $1 | $1 | $300000 | |
- | College Savings Plan of Nebraska (advisor) | NE | ||||||||||||||||||||||||||||||||||||||||||
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NH | Fidelity Advisor 529 Plan | Fidelity Investments | advisor | yes | 0 | $20, waivable | 0.30% (0.50% for Index Fund portfolios) | 0.42%-0.79% for Actively managed protfolios | 2 porfolios with 8 age-blends | 11 | -- | -- | - | $2686.4 | 10-31-07 | $1 | $50 | $270000 | |
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Fidelity Advisor 529 Plan | NH | ||||||||||||||||||||||||||||||||||||||||||
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NH | UNIQUE College Investing Plan | Fidelity Investments | direct | yes | 0 | $20, waivable | 0.30% | Included, except for actively managed portfolios: 0.47%-0.79% | 8 age-blends | 2 | -- | -- | - | $4218.1 | 09-30-06 | $50 | $50 | $270000 | |
- | UNIQUE College Investing Plan | NH | ||||||||||||||||||||||||||||||||||||||||||
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NJ | Franklin Templeton 529 College Savings Plan | Franklin Advisers, Inc | advisor | yes | 0 | 0 | 0.40% | 0.45% to 0.88% | 1 | 7 | -- | -- | - | $1334.1 | 10-31-07 | $250 | $50 | $305000 | |
- | Franklin Templeton 529 College Savings Plan | NJ | ||||||||||||||||||||||||||||||||||||||||||
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NJ | NJBEST 529 College Savings Plan | Franklin Templeton Distributors, Inc. | direct | no | 0 | 0 | 0.40% | 0.45%-0.81% | 4 Portfoilos with 4 age-blends | 4 | -- | yes | - | $227.1 | 09-30-06 | $25 | $25 | $305000 | |
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NJBEST 529 College Savings Plan | NJ | ||||||||||||||||||||||||||||||||||||||||||
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NM | CollegeSense 529 Higher Education Savings Plan | Evergreen Investment Management Company, LLC | advisor | yes | 0 | $25, waivable | 0.35% | Class A: 0.63% to 1.53% Class B: 1.38% to 2.28% Class C: 1.38% to 2.28% |
5 age-blends | 8 | -- | -- | - | $898.8 | 10-31-07 | $250 | $50 | $294000 | |
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CollegeSense 529 Higher Education Savings Plan | NM | ||||||||||||||||||||||||||||||||||||||||||
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NM | Scholar'sEdge | OppenheimerFunds | advisor | yes | 0 | $25, waivable | 0.15% | Class A: 0.90% to 1.44% Class B: 1.94 to 2.19% Class C: 1.65% to 2.19% |
6 age-blends | 5 | -- | -- | - | $845.0 | 10-31-07 | $250 ($5,000 for Indiv Fund portfolio) | $25 | $294000 | |
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Scholar'sEdge | NM | ||||||||||||||||||||||||||||||||||||||||||
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NM | The Education Plans College Savings Program | OppenheimerFunds | direct | yes | 0 | $25, waivable | 0.25% | 0.52% to 0.78% | 6 age-blends | 7 | -- | -- | - | $244.7 | 09-30-06 | $250 | $25 | $294000 | |
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The Education Plans College Savings Program | NM | ||||||||||||||||||||||||||||||||||||||||||
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NV | Columbia 529 Plan | Columbia Management Group | advisor | yes | 0 | $25, waivable | 0.30% | 0 | 1 | 1 | -- | -- | - | $101.7 | 09-30-06 | $1 | $50 | $250000 | |
- | Columbia 529 Plan | NV | ||||||||||||||||||||||||||||||||||||||||||
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NV | USAA College Savings Plan | Upromise Investments, Inc. | direct | yes | 0 | $15, waivable | 0.65% to 0.95% | Included in management fee | 6 age-blends | 6 | -- | -- | - | $274.5 | 09-30-06 | $250 | $50 | $310000 | |
- | USAA College Savings Plan | NV | ||||||||||||||||||||||||||||||||||||||||||
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NV | Vanguard 529 College Savings Plan | Upromise Investments, Inc. | direct | yes | $20, waivable | 0.50% to 0.70% | Included in management fee | 3 portfolios with 5 age-blends | 17 | -- | -- | - | $3326.4 | 10-31-07 | $3 | $50 | $250000 | |
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Vanguard 529 College Savings Plan | NV | |||||||||||||||||||||||||||||||||||||||||||
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NV | Upromise College Fund | Upromise Investments, Inc | direct | yes | 0 | $20 | 0.65% | Included in management fee | 3 portfolios with 5 age-blends | 8 | -- | -- | - | $49.2 | 09-30-06 | $250 | $50 | $250000 | |
- | Upromise College Fund | NV | ||||||||||||||||||||||||||||||||||||||||||
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NY | New York's 529 College Savings Program - Direct Plan | Upromise Investments, Inc. and The Vanguard Group | direct | yes | 0 | 0 | 0.55% | Included in the Management fee | 3 portfolios with 5 age-blends | 12 | -- | -- | - | $6699.4 | 10-31-07 | $25 | $15 | $235000 | |
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New York's 529 College Savings Program - Direct Plan | NY | ||||||||||||||||||||||||||||||||||||||||||
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NY | New York's 529 College Savings Program - Advisor Plan | Upromise Investments and Columbia Management Group | advisor | yes | 0 | $25, waivable | 0.30% | Class A: 0.80% - 1.90% Class B: 1.55% - 2.65% Class C: 1.55% - 2.65% |
6 age-blends | 12 | -- | -- | - | $5325.6 | 11-30-06 | $1000 | $50 | $235000 | |
- | New York's 529 College Savings Program - Advisor Plan | NY | ||||||||||||||||||||||||||||||||||||||||||
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OH | Ohio CollegeAdvantage Savings Plan | Ohio Tuition Trust Authority | direct | Non-residents via broker | 0 | 0 | 0.89% for Putnam age-based and static blend | Putnam: 0.51% to 1.30% Vanguard: 0.05% to 0.18% |
Putnam and Vanguard both offer 3 porfolios wth 5 age-blends | 26 | yes | -- | - | $1153.1 | 10-31-07 | $15 per investment option | $15 | $316000 | |
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Ohio CollegeAdvantage Savings Plan | OH | ||||||||||||||||||||||||||||||||||||||||||
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OH | Putnam CollegeAdvantage Savings Plan | Putnam Investment Management, LLC | advisor | yes | 0 | $15, waivable | Fee Structure A: approx 0.40% Fee Structures B and C: approx 1.15% |
0.51% - 1.30% | 3 Porfolios with 8 age-blends | 13 | -- | yes | - | $4425.7 | 10-31-07 | $25 | $25, ($15 subsequent) | $306000 | |
- | Putnam CollegeAdvantage Savings Plan | OH | ||||||||||||||||||||||||||||||||||||||||||
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OK | Oklahoma College Savings Plan | TIAA-CREF | direct | yes | 0 | 0 | 0.65% | 0.18% - 0.26% | 6 portfolios | 1 | yes | -- | 31,000 plus | $285.3 | 10-31-07 | $100 | $$100 ($15 subsequent) | $300000 | |
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Oklahoma College Savings Plan | OK | ||||||||||||||||||||||||||||||||||||||||||
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OR | MFS 529 Savings Plan | MFS Investments | advisor | yes | 0 | $25, waivable | 0.15% | A: 1.00% - 2.04% B: 1.64% - 2.55% C: 1.64% - 2.69% |
5 age-blends | 5 | -- | -- | - | $375.9 | 10-31-07 | $50 | $50 | $250000 | |
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MFS 529 Savings Plan | OR | ||||||||||||||||||||||||||||||||||||||||||
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OR | Oregon College Savings Plan | Oppenheimer / Vanguard Group | direct | yes | 0 | $20, waivable | 0.20% | 0.08% - 0.79% | 5 age-blends | 11 | -- | -- | 30,000 plus | $445.7 | 10-31-07 | $250 | $25 | $250000 | |
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Oregon College Savings Plan | OR | ||||||||||||||||||||||||||||||||||||||||||
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OR | OppenheimerFunds 529 Plan | OppenheimerFunds | advisor | yes | 0 | $30, waivable | 0.05% | A: 0.75% - 1.16% B / C: 1.80% - 1.91% |
5 age-blends | 7 | -- | -- | - | $124.9 | 10-31-07 | $250 | $25 | $250000 | |
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OppenheimerFunds 529 Plan | OR | ||||||||||||||||||||||||||||||||||||||||||
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PA | nowU Pennsylvania 529 Direct Investment Plan | Upromise Investments, Inc. and The Vanguard Group | direct & advisor | no | 0 | 0 | 0.70% (0.75% for the Social Index Portfolio) | Included in the Management fee | 3 portfolios with 5 age-blends | 7 | yes | -- | 16,000 plus | $485.1 | 10-31-07 | $25 ($15 via payroll deduction) | $50 | $315000 | |
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nowU Pennsylvania 529 Direct Investment Plan | PA | ||||||||||||||||||||||||||||||||||||||||||
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PA | Tap 529 Investment Plan (Advisor-sold) | Delaware Investment Advisers | direct & advisor | no | 0 | $25, waivable | 0.35% | 0.45% - 1.29% | 2 porfolios with 7 age-blends each | 7 | yes | -- | 16,000 plus | $340.3 | 09-30-06 | $1 | $50 | $315000 | |
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Tap 529 Investment Plan (Advisor-sold) | PA | ||||||||||||||||||||||||||||||||||||||||||
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RI | CollegeBoundfund (Direct) | AllianceBernstein | direct | no | 0 | 0 | 0 | 0.72% to 0.96% 0.39% to 1.53% in the individual-fund portfolios |
2 porfolios with 9 age-blends | 13 | -- | -- | 437,800 plus | $8681.8 | 10-31-07 | $1000 (250 for residents) | $50 (1 for residents) | $350000 | |
- | CollegeBoundfund (Direct) | RI | ||||||||||||||||||||||||||||||||||||||||||
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RI | CollegeBoundfund (Advisor-sold) | Alliance Capital and JP Morgan Investment Management | advisor | yes | 0 | $25, waivable | 0.25% | 0.90 - 1.1% | 0 | 0 | -- | -- | - | $5.0 | 07-29-05 | $1000 | $50 | $350000 | |
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CollegeBoundfund (Advisor-sold) | RI | ||||||||||||||||||||||||||||||||||||||||||
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SC | Future Scholar 529 Savings Plan - Direct | Columbia Management | direct | no (non-residents use advisor-sold plan) | 0 | $25, waivable | 0.20% | 0.30% - 0.40% (aged-based portfolios) 0.10% - 0.21% (individual-fund portfol) |
6 age-blends | 8 | yes | -- | 36,100 plus | $242.9 | 10-31-07 | $250 | $50 | $318000 | |
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Future Scholar 529 Savings Plan - Direct | SC | ||||||||||||||||||||||||||||||||||||||||||
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SC | Future Scholar 529 Savings Plan - Advisor | Columbia Management | advisor | yes | 0 | $25, waivable | 0.30% | A: 0.98% - 1.69% B: 1.40% - 2.47% C: 1.23% - 1.70% E: 1.23% - 1.94% |
6 age-blends | 8 | yes | -- | 36,100 plus | $59.6 | 11-30-06 | $250 | $50 | $318000 | |
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Future Scholar 529 Savings Plan - Advisor | SC | ||||||||||||||||||||||||||||||||||||||||||
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SD | CollegeAccess 529 | Allianz Global Investors Distributors | direct & advisor | no | 0 | 0 | 0 | 0.41% to 0.63% | 5 age-blends | 2 | -- | -- | - | $605.2 | 09-30-06 | $250 | $50 | $325000 | |
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CollegeAccess 529 | SD | ||||||||||||||||||||||||||||||||||||||||||
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TX | Texas College Savings Plan | OFI Private Investments | direct | yes | 0 | 0 | 0.63% to 0.77% for the blended portfolios. All index portfolios have fees of 0.53%. | 0 | 6 Portfolios | 2 | -- | yes | - | $180.6 | 09-30-06 | $25 | $15 | $320000 | |
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Texas College Savings Plan | TX | ||||||||||||||||||||||||||||||||||||||||||
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TX | LoneStar 529 Plan | OFI Private Investments | advisor | yes | 0 | 0 | Class A units range from 0.75% to 1.22% | 0 | 6 Portfolios | 2 | -- | yes | - | $180.6 | 09-30-06 | $25 | $15 | $257460 | |
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LoneStar 529 Plan | TX | ||||||||||||||||||||||||||||||||||||||||||
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UT | Utah Educational Savings Plan Trust (UESP) | Utah Higher Education Assistance Authority | direct | yes | 0 | $20 max, waivable | 0.25% | 0.25% - 1.40%, except for the State Treas. Investment Fund (0.0%) | 5 portfolios with 6 age-blends | 4 | -- | -- | 58,000 plus | $2500.4 | 10-31-07 | $1 | $1 | $319000 | |
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Utah Educational Savings Plan Trust (UESP) | UT | ||||||||||||||||||||||||||||||||||||||||||
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VA | CollegeAmerica | Capital Research and Management Company | advisor | yes | $10 | $10 | 0.10% (program administration fee) | Class A: 0.67% - 1.21% Class B: 1.51% - 2.09% Class C: 1.50% - 2.08% Class E: 0.99% - 1.36% Class F: 0.56% - 1.11% |
none | 5 | -- | -- | - | $25529.9 | 10-31-07 | $250 | $25 | $250000 | |
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CollegeAmerica | VA | ||||||||||||||||||||||||||||||||||||||||||
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VA | Virginia Education Savings Trust (VEST) | Virginia College Savings Plan Board | direct | yes | $25, non-refundable | 0 | 0.25% | 0.08% - 0.31% | 7 age-blends | 9 | -- | -- | - | $17.0 | 09-29-06 | $25 | $25 | $250000 | |
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Virginia Education Savings Trust (VEST) | VA | ||||||||||||||||||||||||||||||||||||||||||
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VT | Vermont Higher Education Investment Plan | TIAA-CREF | direct | yes | 0 | 0 | 0.80% | Included in management fee | 10 portfolios with 6 age-blends | 1 | -- | yes | 3,700 plus | $78.4 | 10-31-07 | $25 | $15 | $240100 | |
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Vermont Higher Education Investment Plan | VT | ||||||||||||||||||||||||||||||||||||||||||
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WI | EdVest College Savings Program | Wells Fargo Funds Management, LLC | direct & advisor | yes | 0 | $20, waivable | 0.20% to 0.30% | 0.45% to 0.95% | 3 Portfolios with 5 age-blends | 9 | -- | yes | 102,000 plus | $1258.3 | 10-31-07 | $250, or $15 monthly | $15 | $246000 | |
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EdVest College Savings Program | WI | ||||||||||||||||||||||||||||||||||||||||||
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WI | tomorrows scholar | Wells Fargo Funds Management | advisor | yes | $20 | $20, waivable | Varies by share class | Included in management fee | 3 Portfolios with 5 age-blends | 3 | -- | yes | 83,000 plus | $986.8 | 10-31-07 | $250 waivable | $25 | $246000 | |
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tomorrows scholar | WI | ||||||||||||||||||||||||||||||||||||||||||
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WV | SMART529 WV Direct College Savings Plan | Hartford Life Insurance Company | direct | no | 0 | 0 | 1.16% | Included in management fee | 4 age-blends | 5 | -- | yes | - | $101.0 | 10-31-07 | $50 | $15 | $265620 | |
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SMART529 WV Direct College Savings Plan | WV | ||||||||||||||||||||||||||||||||||||||||||
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WV | Leaders SMART529 | Hartford Life Insurance Company | advisor | yes | 0 | $25, waivable | 0.74% | 0.70% - 1.38% | 1 | 12 | -- | -- | - | $61.8 | 10-31-07 | $500 | $50 | $265620 | |
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Leaders SMART529 | WV | ||||||||||||||||||||||||||||||||||||||||||
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WV | SMART529 Select | Hartford Life Insurance Company | direct | yes | 0 | $25 waivable | 0.55% | 0.20% to 0.47% | 11 Funds with 7 age-blends | 10 | -- | yes | - | $53.5 | 11-30-06 | $500 | $50 | $265620 | |
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SMART529 Select | WV | ||||||||||||||||||||||||||||||||||||||||||
| (1) - Maint Fee waived with automatic deposits or $25,000 account balances. |
| (2) - Maint Fee waived for residents or $25,000 account balances. |
| (3) - Maint Fee waived for residents or $10,000 account balances. |
| (4) - Maint Fee waived for accounts over $50,000 or over $25,000 with automatic deposits. |
| (5) - Maint Fee waived for residents or $2,500 account balances. |
| (6) - Maint Fee waived if you have money in ACT Portfolio, or over $25,000 with automatic deposits. |
| (7) - Maint Fee waived with automatic deposits or $6,000 account balances. |
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