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DC College Savings Plan

District of Columbia - District of Columbia Office of Finance and Treasury

529 Savings Plan - Direct-sold and Advisor-sold

Click "+" to expand the plan details, click "-" to shrink the plan details.

Contact Information: www.dccollegesavings.com Ph 800-987-4859

Management Information: District of Columbia Office of Finance and Treasury

Plan Benefits: Tax Deductions - Tax Exemptions - Financial Aid

Investment Options: 12 Investment Options

Age-Based Options: 5 Investment Options

DC College Savings 0-5

Manager:

Residency Requirements	None
Enrollment Fee	None
Minimum Initial Contribution	$100.00
Minimum Subsequent Contribution	$25.00
Maximum Total Contribution	$260,000.00
Link to performance	dc529.com/DCInvestmentPerformance.html

The minimum initial contribution is $25 for money automatically contributed from a bank account. The minimum initial and subsequent contribution is $15 for contributions made through payroll deduction. This fund is managed by Calvert Asset Management Company, Inc., Brown Capital Management, Inc., and SSgA Funds Management, Inc.

Fee Structure: Direct-sold
	Annual Asset-Based Fees					Additional Investor Expense
Age of Child	Estimated Underlying Fund Expenses	Program Manager Fee	State Fee	Misc Fees	Total Annual Asset-Based Fees	Annual Account Maintenance Fee
0 - 30	1.15%	0.1%	0.05%	0.00%	1.3%	$15.00

Non-D.C. residents pay a one-time enrollment fee of $25 and an annual account maintenance fee of $30.

Approximate cost of $10,000 investment (assumes 5% return)
Age of Child	1 year	3 years	5 years	10 years
0 - 30	$147.00	$457.00	$788.00	$1,718.00

Cost of Investment Disclosure

Fee Structure: Share Class A
	Annual Asset-Based Fees						Additional Investor Expense
Age of Child	Estimated Underlying Fund Expenses	Program Manager Fee	State Fee	Misc Fees	Annual Distribution Fee	Total Annual Asset-Based Fees	Maximum Initial Sales Charge	Annual Account Maintenance Fee
0 - 30	1.15%	0.1%	0.05%	0.00%	0.00%	1.3%	4.75%	$15.00

Non-D.C. residents pay a one-time enrollment fee of $25 and an annual account maintenance fee of $30.

Approximate cost of $10,000 investment (assumes 5% return)
Age of Child	1 year	3 years	5 years	10 years
0 - 30	$616.00	$913.00	$1,229.00	$2,118.00

Cost of Investment Disclosure

DC College Savings 11-13

Manager:

Residency Requirements	None
Enrollment Fee	None
Minimum Initial Contribution	$100.00
Minimum Subsequent Contribution	$25.00
Maximum Total Contribution	$260,000.00
Link to performance	dc529.com/DCInvestmentPerformance.html

The minimum initial contribution is $25 for money automatically contributed from a bank account. The minimum initial and subsequent contribution is $15 for contributions made through payroll deduction. This fund is managed by Calvert Asset Management Company, Inc., Brown Capital Management, Inc., SSgA Funds Management, Inc., and Acacia Life Insurance Company.

Fee Structure: Direct-sold
	Annual Asset-Based Fees					Additional Investor Expense
Age of Child	Estimated Underlying Fund Expenses	Program Manager Fee	State Fee	Misc Fees	Total Annual Asset-Based Fees	Annual Account Maintenance Fee
0 - 30	1.11%	0.1%	0.05%	0.00%	1.26%	$15.00

Non-D.C. residents pay a one-time enrollment fee of $25 and an annual account maintenance fee of $30.

Approximate cost of $10,000 investment (assumes 5% return)
Age of Child	1 year	3 years	5 years	10 years
0 - 30	$143.00	$445.00	$767.00	$1,673.00

Cost of Investment Disclosure

Fee Structure: Share Class A
	Annual Asset-Based Fees						Additional Investor Expense
Age of Child	Estimated Underlying Fund Expenses	Program Manager Fee	State Fee	Misc Fees	Annual Distribution Fee	Total Annual Asset-Based Fees	Maximum Initial Sales Charge	Annual Account Maintenance Fee
0 - 30	1.11%	0.1%	0.05%	0.00%	0.00%	1.26%	4.75%	$15.00

Non-D.C. residents pay a one-time enrollment fee of $25 and an annual account maintenance fee of $30.

Approximate cost of $10,000 investment (assumes 5% return)
Age of Child	1 year	3 years	5 years	10 years
0 - 30	$612.00	$901.00	$1,209.00	$2,075.00

Cost of Investment Disclosure

DC College Savings 14-16

Manager:

Residency Requirements	None
Enrollment Fee	None
Minimum Initial Contribution	$100.00
Minimum Subsequent Contribution	$25.00
Maximum Total Contribution	$260,000.00
Link to performance	dc529.com/DCInvestmentPerformance.html

The minimum initial investment is $25 for money automatically contributed from a bank account. The minimum initial and subsequent contribution is $15 for contributions made through payroll deduction. This fund is managed by Calvert Asset Management Company, Inc., SSgA Funds Management, Inc., and Acacia Life Insurance Company

Fee Structure: Direct-sold
	Annual Asset-Based Fees					Additional Investor Expense
Age of Child	Estimated Underlying Fund Expenses	Program Manager Fee	State Fee	Misc Fees	Total Annual Asset-Based Fees	Annual Account Maintenance Fee
0 - 30	0.78%	0.1%	0.05%	0.00%	0.93%	$15.00

Non-D.C. residents pay a one-time enrollment fee of $25 and an annual account maintenance fee of $30.

Approximate cost of $10,000 investment (assumes 5% return)
Age of Child	1 year	3 years	5 years	10 years
0 - 30	$110.00	$341.00	$590.00	$1,293.00

Cost of Investment Disclosure

Fee Structure: Share Class A
	Annual Asset-Based Fees						Additional Investor Expense
Age of Child	Estimated Underlying Fund Expenses	Program Manager Fee	State Fee	Misc Fees	Annual Distribution Fee	Total Annual Asset-Based Fees	Maximum Initial Sales Charge	Annual Account Maintenance Fee
0 - 30	0.78%	0.1%	0.05%	0.00%	0.00%	0.93%	3.75%	$15.00

Non-D.C. residents pay a one-time enrollment fee of $25 and an annual account maintenance fee of $30.

Approximate cost of $10,000 investment (assumes 5% return)
Age of Child	1 year	3 years	5 years	10 years
0 - 30	$481.00	$705.00	$945.00	$1,625.00

Cost of Investment Disclosure

DC College Savings 17 & Up

Manager:

Residency Requirements	None
Enrollment Fee	None
Minimum Initial Contribution	$100.00
Minimum Subsequent Contribution	$25.00
Maximum Total Contribution	$260,000.00
Link to performance	dc529.com/DCInvestmentPerformance.html

The minimum initial investment is $25 for money automatically contributed from a bank account. The minimum initial and subsequent contribution is $15 for contributions made through payroll deduction. This fund is managed by Calvert Asset Management Company, Inc., SSgA Funds Management, Inc., and Acacia Life Insurance Company.

Fee Structure: Direct-sold
	Annual Asset-Based Fees					Additional Investor Expense
Age of Child	Estimated Underlying Fund Expenses	Program Manager Fee	State Fee	Misc Fees	Total Annual Asset-Based Fees	Annual Account Maintenance Fee
0 - 30	0.5%	0.1%	0.05%	0.00%	0.65%	$15.00

Non-D.C. residents pay a one-time enrollment fee of $25 and an annual account maintenance fee of $30.

Approximate cost of $10,000 investment (assumes 5% return)
Age of Child	1 year	3 years	5 years	10 years
0 - 30	$81.00	$253.00	$437.00	$960.00

Cost of Investment Disclosure

Fee Structure: Share Class A
	Annual Asset-Based Fees						Additional Investor Expense
Age of Child	Estimated Underlying Fund Expenses	Program Manager Fee	State Fee	Misc Fees	Annual Distribution Fee	Total Annual Asset-Based Fees	Maximum Initial Sales Charge	Annual Account Maintenance Fee
0 - 30	0.5%	0.1%	0.05%	0.00%	0.00%	0.65%	2.75%	$15.00

Non-D.C. residents pay a one-time enrollment fee of $25 and an annual account maintenance fee of $30.

Approximate cost of $10,000 investment (assumes 5% return)
Age of Child	1 year	3 years	5 years	10 years
0 - 30	$355.00	$522.00	$702.00	$1,213.00

Cost of Investment Disclosure

DC College Savings 6-10

Manager:

Residency Requirements	None
Enrollment Fee	None
Minimum Initial Contribution	$100.00
Minimum Subsequent Contribution	$25.00
Maximum Total Contribution	$260,000.00
Link to performance	dc529.com/DCInvestmentPerformance.html

The minimum initial investment is $25 for money automatically contributed from a bank account. The minimum initial and subsequent contribution is $15 for contributions made through payroll deduction. This fund is managed by Calvert Asset Management Company, Inc., Brown Capital Management, Inc., and SSgA Funds Management, Inc.

Fee Structure: Direct-sold
	Annual Asset-Based Fees					Additional Investor Expense
Age of Child	Estimated Underlying Fund Expenses	Program Manager Fee	State Fee	Misc Fees	Total Annual Asset-Based Fees	Annual Account Maintenance Fee
0 - 30	1.14%	0.1%	0.05%	0.00%	1.29%	$15.00

Non-D.C. residents pay a one-time enrollment fee of $25 and an annual account maintenance fee of $30.

Approximate cost of $10,000 investment (assumes 5% return)
Age of Child	1 year	3 years	5 years	10 years
0 - 30	$146.00	$454.00	$783.00	$1,706.00

Cost of Investment Disclosure

Fee Structure: Share Class A
	Annual Asset-Based Fees						Additional Investor Expense
Age of Child	Estimated Underlying Fund Expenses	Program Manager Fee	State Fee	Misc Fees	Annual Distribution Fee	Total Annual Asset-Based Fees	Maximum Initial Sales Charge	Annual Account Maintenance Fee
0 - 30	1.14%	0.1%	0.05%	0.00%	0.00%	1.29%	4.75%	$15.00

Non-D.C. residents pay a one-time enrollment fee of $25 and an annual account maintenance fee of $30.

Approximate cost of $10,000 investment (assumes 5% return)
Age of Child	1 year	3 years	5 years	10 years
0 - 30	$615.00	$910.00	$1,224.00	$2,108.00

Cost of Investment Disclosure

Blended Options: 1 Investment Option

Calvert Social Investment Fund Balanced Portfolio

Manager:

Residency Requirements	None
Enrollment Fee	None
Minimum Initial Contribution	$100.00
Minimum Subsequent Contribution	$25.00
Maximum Total Contribution	$260,000.00
Link to performance	dccollegesavings.com/DCInvestmentPerformance.html

The minimum initial contribution is $25 for money automatically contributed from a bank account. The minimum initial and subsequent contribution is $15 for contribution made through payroll deduction.

Fee Structure: Direct-sold
Annual Asset-Based Fees					Additional Investor Expense
Estimated Underlying Fund Expenses	Program Manager Fee	State Fee	Misc Fees	Total Annual Asset-Based Fees	Annual Account Maintenance Fee
1.34%	0.1%	0.05%	0.00%	1.49%	$15.00

Non-D.C. residents pay a one-time $25 enrollment fee and an annual maintenance fee of $30.

Approximate cost of $10,000 investment (assumes 5% return)
Term	1 year	3 years	5 years	10 years
Cost	$167.00	$516.00	$888.00	$1,929.00

Cost of Investment Disclosure

Fee Structure: Share Class A
Annual Asset-Based Fees						Additional Investor Expense
Estimated Underlying Fund Expenses	Program Manager Fee	State Fee	Misc Fees	Annual Distribution Fee	Total Annual Asset-Based Fees	Maximum Initial Sales Charge	Annual Account Maintenance Fee
1.34%	0.1%	0.05%	0.00%	0.00%	1.49%	4.75%	$15.00

Non-D.C. residents pay a one-time $25 enrollment fee and an annual maintenance fee of $30.

Approximate cost of $10,000 investment (assumes 5% return)
Term	1 year	3 years	5 years	10 years
Cost	$634.00	$969.00	$1,325.00	$2,320.00

Cost of Investment Disclosure

Equity Options: 4 Investment Options

Calvert Small Cap Value Fund

Manager:

Residency Requirements	None
Enrollment Fee	None
Minimum Initial Contribution	$100.00
Minimum Subsequent Contribution	$25.00
Maximum Total Contribution	$260,000.00
Link to performance	dc529.com/DCInvestmentPerformance.html

The minimum initial investment is $25 for money automatically contributed from a bank account. The minimum initial and subsequent contribution is $15 for contributions made through payroll deduction.

Fee Structure: Direct-sold
Annual Asset-Based Fees					Additional Investor Expense
Estimated Underlying Fund Expenses	Program Manager Fee	State Fee	Misc Fees	Total Annual Asset-Based Fees	Annual Account Maintenance Fee
1.69%	0.1%	0.05%	0.00%	1.84%	$15.00

The contractual cap for estimated underlying fund expenses is currently 1.69% through January 31, 2009. The total expense ratio, as of the January 31, 2008 prospectus is 1.84%. Non-D.C. residents pay a one-time enrollment fee of $25 and an annual account maintenance fee of $30.

Approximate cost of $10,000 investment (assumes 5% return)
Term	1 year	3 years	5 years	10 years
Cost	$202.00	$624.00	$1,071.00	$2,309.00

Cost of Investment Disclosure

Fee Structure: Share Class A
Annual Asset-Based Fees						Additional Investor Expense
Estimated Underlying Fund Expenses	Program Manager Fee	State Fee	Misc Fees	Annual Distribution Fee	Total Annual Asset-Based Fees	Maximum Initial Sales Charge	Annual Account Maintenance Fee
1.69%	0.1%	0.05%	0.00%	0.00%	1.84%	4.75%	$15.00

The contractual cap for estimated underlying fund expenses is currently 1.69% through January 31, 2009. The total expense ratio, as of the January 31, 2008 prospectus is 1.84%. Non-D.C. residents pay a one-time enrollment fee of $25 and an annual account maintenance fee of $30.

Approximate cost of $10,000 investment (assumes 5% return)
Term	1 year	3 years	5 years	10 years
Cost	$668.00	$1,071.00	$1,498.00	$2,681.00

Cost of Investment Disclosure

Calvert Social Investment Fund Equity Portfolio

Manager:

Residency Requirements	None
Enrollment Fee	None
Minimum Initial Contribution	$100.00
Minimum Subsequent Contribution	$25.00
Maximum Total Contribution	$260,000.00
Link to performance	dc529.com/DCInvestmentPerformance.html

The minimum initial investment is $25 for money automatically contributed from a bank account. The minimum initial and subsequent contribution is $15 for contributions made through payroll deduction.

Fee Structure: Direct-sold
Annual Asset-Based Fees					Additional Investor Expense
Estimated Underlying Fund Expenses	Program Manager Fee	State Fee	Misc Fees	Total Annual Asset-Based Fees	Annual Account Maintenance Fee
1.21%	0.1%	0.05%	0.00%	1.36%	$15.00

Non-D.C. residents pay a one-time enrollment fee of $25 and an annual account maintenance fee of $30.

Approximate cost of $10,000 investment (assumes 5% return)
Term	1 year	3 years	5 years	10 years
Cost	$153.00	$476.00	$820.00	$1,785.00

Cost of Investment Disclosure

Fee Structure: Share Class A
Annual Asset-Based Fees						Additional Investor Expense
Estimated Underlying Fund Expenses	Program Manager Fee	State Fee	Misc Fees	Annual Distribution Fee	Total Annual Asset-Based Fees	Maximum Initial Sales Charge	Annual Account Maintenance Fee
1.21%	0.1%	0.05%	0.00%	0.00%	1.36%	4.75%	$15.00

Non-D.C. residents pay a one-time enrollment fee of $25 and an annual account maintenance fee of $30.

Approximate cost of $10,000 investment (assumes 5% return)
Term	1 year	3 years	5 years	10 years
Cost	$622.00	$930.00	$1,259.00	$2,182.00

Cost of Investment Disclosure

Calvert World Values International Equity Fund

Manager:

Residency Requirements	None
Enrollment Fee	None
Minimum Initial Contribution	$100.00
Minimum Subsequent Contribution	$25.00
Maximum Total Contribution	$260,000.00
Link to performance	dccollegesavings.com/DCInvestmentPerformance.html

The minimum initial contribution is $25 for money automatically contributed from a bank account. The minimum initial and subsequent contributions is $15 for contributions made through payroll deduction.

Fee Structure: Direct-sold
Annual Asset-Based Fees					Additional Investor Expense
Estimated Underlying Fund Expenses	Program Manager Fee	State Fee	Misc Fees	Total Annual Asset-Based Fees	Annual Account Maintenance Fee
1.64%	0.1%	0.05%	0.00%	1.79%	$15.00

Non-D.C. residents pay a one-time enrollment fee of $25 and an annual maintenance fee of $30.

Approximate cost of $10,000 investment (assumes 5% return)
Term	1 year	3 years	5 years	10 years
Cost	$197.00	$608.00	$1,045.00	$2,255.00

Cost of Investment Disclosure

Fee Structure: Share Class A
Annual Asset-Based Fees						Additional Investor Expense
Estimated Underlying Fund Expenses	Program Manager Fee	State Fee	Misc Fees	Annual Distribution Fee	Total Annual Asset-Based Fees	Maximum Initial Sales Charge	Annual Account Maintenance Fee
1.64%	0.1%	0.05%	0.00%	0.00%	1.79%	4.75%	$15.00

Non-D.C. residents pay a one-time enrollment fee of $25 and an annual maintenance fee of $30.

Approximate cost of $10,000 investment (assumes 5% return)
Term	1 year	3 years	5 years	10 years
Cost	$663.00	$1,057.00	$1,474.00	$2,630.00

Cost of Investment Disclosure

State Street Equity 500 Index Fund

Manager:

State Street Global Advisors

Residency Requirements	None
Enrollment Fee	None
Minimum Initial Contribution	$100.00
Minimum Subsequent Contribution	$25.00
Maximum Total Contribution	$260,000.00
Link to performance	dccollegesavings.com/DCInvestmentPerformance.html

The minimum initial investment is $25 for money automatically contributed from a bank account. The minimum initial and subsequent contribution is $15 for contributions made through payroll deduction.

Fee Structure: Direct-sold
Annual Asset-Based Fees					Additional Investor Expense
Estimated Underlying Fund Expenses	Program Manager Fee	State Fee	Misc Fees	Total Annual Asset-Based Fees	Annual Account Maintenance Fee
0.35%	0.1%	0.05%	0.00%	0.5%	$15.00

Non-D.C. residents pay a one-time enrollment fee of $25 amd an annual account maintenance fee of $30.

Approximate cost of $10,000 investment (assumes 5% return)
Term	1 year	3 years	5 years	10 years
Cost	$66.00	$205.00	$355.00	$778.00

Cost of Investment Disclosure

Fee Structure: Share Class A
Annual Asset-Based Fees						Additional Investor Expense
Estimated Underlying Fund Expenses	Program Manager Fee	State Fee	Misc Fees	Annual Distribution Fee	Total Annual Asset-Based Fees	Maximum Initial Sales Charge	Annual Account Maintenance Fee
0.35%	0.07%	0.08%	0.00%	0.00%	0.5%	4.75%	$15.00

Non-D.C. residents pay a one-time enrollment fee of $25 amd an annual account maintenance fee of $30.

Approximate cost of $10,000 investment (assumes 5% return)
Term	1 year	3 years	5 years	10 years
Cost	$539.00	$673.00	$816.00	$1,223.00

Cost of Investment Disclosure

Fixed Income Options: 1 Investment Option

Calvert Income Fund

Manager:

Residency Requirements	None
Enrollment Fee	None
Minimum Initial Contribution	$100.00
Minimum Subsequent Contribution	$25.00
Maximum Total Contribution	$260,000.00
Link to performance	dc529.com/DCInvestmentPerformance.html

The minimum initial investment is $25 for money automatically contributed from a bank account. The minimum initial and subsequent contribution is $15 for contributions made through payroll deduction.

Fee Structure: Direct-sold
Annual Asset-Based Fees					Additional Investor Expense
Estimated Underlying Fund Expenses	Program Manager Fee	State Fee	Misc Fees	Total Annual Asset-Based Fees	Annual Account Maintenance Fee
1.19%	0.1%	0.05%	0.00%	1.34%	$15.00

Non-D.C. residents pay a one-time enrollment fee of $25 and an annual account maintenance fee of $30.

Approximate cost of $10,000 investment (assumes 5% return)
Term	1 year	3 years	5 years	10 years
Cost	$151.00	$470.00	$809.00	$1,763.00

Cost of Investment Disclosure

Fee Structure: Share Class A
Annual Asset-Based Fees						Additional Investor Expense
Estimated Underlying Fund Expenses	Program Manager Fee	State Fee	Misc Fees	Annual Distribution Fee	Total Annual Asset-Based Fees	Maximum Initial Sales Charge	Annual Account Maintenance Fee
1.19%	0.1%	0.05%	0.00%	0.00%	1.34%	3.75%	$15.00

Non-D.C. residents pay a one-time enrollment fee of $25 and an annual account maintenance fee of $30.

Approximate cost of $10,000 investment (assumes 5% return)
Term	1 year	3 years	5 years	10 years
Cost	$521.00	$829.00	$1,157.00	$2,077.00

Cost of Investment Disclosure

Guaranteed Options: 1 Investment Option

Plan Residency: No

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