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Schwab 529 College Savings Plan

Kansas - State Treasurer Ron Estes

529 Savings Plan - Direct-sold

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

Contact Information: www.schwab.com/529 Ph 888-903-3863

Management Information: State Treasurer Ron Estes

Program Manager:	Contract Termination Date:
American Century Investment Services, Inc.	June 30, 2014
Investment Manager(s):	Contract Termination Date(s):
American Beacon Advisors	June 30, 2014
American Century Investment Services, Inc.	June 30, 2014
Baron Funds	June 30, 2014
Charles Schwab & Co. Inc.	June 30, 2014
Laudus Funds	June 30, 2014
Metropolitan West	June 30, 2014
Multiple Investment Managers	June 30, 2014
PIMCO Advisors Distributors	June 30, 2014

Plan Benefits: Tax Deductions - Tax Exemptions - Rewards Program

Investment Options: 11 Investment Options

Age-Based Options: 4 Investment Options

Aggressive Age-Based Track

Manager:

Multiple Investment Managers

Residency Requirements	None
Enrollment Fee	None
Minimum Initial Contribution	$25.00
Minimum Subsequent Contribution	None
Maximum Total Contribution	$325,000.00
Link to performance	schwab529.529.com/swatpl/fundperform/fun...

Lump sum and/or automatic monthly investment minimum is $25.

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 - 8	1.21%	0.2%	0.00%	0.00%	1.41%	$0.00
9 - 11	1.13%	0.2%	0.00%	0.00%	1.33%	$0.00
12 - 14	1.04%	0.2%	0.00%	0.00%	1.24%	$0.00
15 - 17	0.91%	0.2%	0.00%	0.00%	1.11%	$0.00
18 - And Up	0.45%	0.2%	0.00%	0.00%	0.65%	$0.00

Approximate cost of $10,000 investment (assumes 5% return)
Age of Child	1 year	3 years	5 years	10 years
0 - 8	$144.00	$447.00	$772.00	$1,690.00
9 - 11	$136.00	$422.00	$730.00	$1,601.00
12 - 14	$127.00	$394.00	$682.00	$1,499.00
15 - 17	$113.00	$353.00	$612.00	$1,351.00
18 - And Up	$67.00	$208.00	$363.00	$811.00

Cost of Investment Disclosure

Moderate Age-Based Track

Manager:

Multiple Investment Managers

Residency Requirements	None
Enrollment Fee	None
Minimum Initial Contribution	$25.00
Minimum Subsequent Contribution	None
Maximum Total Contribution	$325,000.00
Link to performance	schwab529.529.com/swatpl/fundperform/fun...

Lump sum and/or automatic monthly investment minimum is $25.

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 - 8	1.04%	0.2%	0.00%	0.00%	1.24%	$0.00
9 - 11	0.91%	0.2%	0.00%	0.00%	1.11%	$0.00
12 - 14	0.91%	0.2%	0.00%	0.00%	1.11%	$0.00
15 - 17	0.7%	0.2%	0.00%	0.00%	0.9%	$0.00
18 - And Up	0.45%	0.2%	0.00%	0.00%	0.65%	$0.00

Approximate cost of $10,000 investment (assumes 5% return)
Age of Child	1 year	3 years	5 years	10 years
0 - 8	$127.00	$394.00	$682.00	$1,499.00
9 - 11	$113.00	$353.00	$612.00	$1,351.00
12 - 14	$113.00	$353.00	$612.00	$1,351.00
15 - 17	$92.00	$287.00	$499.00	$1,108.00
18 - And Up	$67.00	$208.00	$363.00	$811.00

Cost of Investment Disclosure

Moderately Aggressive Age-Based Track

Manager:

Multiple Investment Managers

Residency Requirements	None
Enrollment Fee	None
Minimum Initial Contribution	$25.00
Minimum Subsequent Contribution	None
Maximum Total Contribution	$325,000.00
Link to performance	schwab529.529.com/swatpl/fundperform/fun...

Lump sum and/or automatic monthly investment minimum is $25.

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 - 8	1.13%	0.2%	0.00%	0.00%	1.33%	$0.00
9 - 11	1.13%	0.2%	0.00%	0.00%	1.33%	$0.00
12 - 14	1.04%	0.2%	0.00%	0.00%	1.24%	$0.00
15 - 17	0.7%	0.2%	0.00%	0.00%	0.9%	$0.00
18 - And Up	0.45%	0.2%	0.00%	0.00%	0.65%	$0.00

Approximate cost of $10,000 investment (assumes 5% return)
Age of Child	1 year	3 years	5 years	10 years
0 - 8	$136.00	$422.00	$730.00	$1,601.00
9 - 11	$136.00	$422.00	$730.00	$1,601.00
12 - 14	$127.00	$394.00	$682.00	$1,499.00
15 - 17	$92.00	$287.00	$499.00	$1,108.00
18 - And Up	$67.00	$208.00	$363.00	$811.00

Cost of Investment Disclosure

Moderately Conservative Age-Based Track

Manager:

Multiple Investment Managers

Residency Requirements	None
Enrollment Fee	None
Minimum Initial Contribution	$25.00
Minimum Subsequent Contribution	None
Maximum Total Contribution	$325,000.00
Link to performance	schwab529.529.com/swatpl/fundperform/fun...

Lump sum and/or automatic monthly investment minimum is $25.

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 - 8	0.91%	0.2%	0.00%	0.00%	1.11%	$0.00
9 - 11	0.91%	0.2%	0.00%	0.00%	1.11%	$0.00
12 - 14	0.91%	0.2%	0.00%	0.00%	1.11%	$0.00
15 - 17	0.7%	0.2%	0.00%	0.00%	0.9%	$0.00
18 - And Up	0.45%	0.2%	0.00%	0.00%	0.65%	$0.00

Approximate cost of $10,000 investment (assumes 5% return)
Age of Child	1 year	3 years	5 years	10 years
0 - 8	$113.00	$353.00	$612.00	$1,351.00
9 - 11	$113.00	$353.00	$612.00	$1,351.00
12 - 14	$113.00	$353.00	$612.00	$1,351.00
15 - 17	$92.00	$287.00	$499.00	$1,108.00
18 - And Up	$67.00	$208.00	$363.00	$811.00

Cost of Investment Disclosure

Blended Options: 5 Investment Options

Aggressive Portfolio

Manager:

Multiple Investment Managers

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%	0.2%	0.00%	0.00%	1.41%	$0.00

Approximate cost of $10,000 investment (assumes 5% return)
Term	1 year	3 years	5 years	10 years
Cost	$144.00	$447.00	$772.00	$1,690.00

Conservative Portfolio

Manager:

Multiple Investment Managers

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
0.7%	0.2%	0.00%	0.00%	0.9%	$0.00

Approximate cost of $10,000 investment (assumes 5% return)
Term	1 year	3 years	5 years	10 years
Cost	$92.00	$287.00	$499.00	$1,108.00

Moderate Portfolio

Manager:

Multiple Investment Managers

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
1.04%	0.2%	0.00%	0.00%	1.24%	$0.00

Approximate cost of $10,000 investment (assumes 5% return)
Term	1 year	3 years	5 years	10 years
Cost	$127.00	$394.00	$682.00	$1,499.00

Moderately Aggressive Portfolio

Manager:

Multiple Investment Managers

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
1.13%	0.2%	0.00%	0.00%	1.33%	$0.00

Approximate cost of $10,000 investment (assumes 5% return)
Term	1 year	3 years	5 years	10 years
Cost	$136.00	$422.00	$730.00	$1,601.00

Moderately Conservative Portfolio

Manager:

Multiple Investment Managers

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
0.91%	0.2%	0.00%	0.00%	1.11%	$0.00

Approximate cost of $10,000 investment (assumes 5% return)
Term	1 year	3 years	5 years	10 years
Cost	$113.00	$353.00	$612.00	$1,351.00

Capital Preservation Options: 1 Investment Option

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
0.21%	0.2%	0.00%	0.00%	0.41%	$0.00

Approximate cost of $10,000 investment (assumes 5% return)
Term	1 year	3 years	5 years	10 years
Cost	$42.00	$132.00	$230.00	$518.00

Fixed Income Options: 1 Investment Option

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
0.45%	0.2%	0.00%	0.00%	0.65%	$0.00

Approximate cost of $10,000 investment (assumes 5% return)
Term	1 year	3 years	5 years	10 years
Cost	$67.00	$208.00	$363.00	$811.00

Plan Performance: Investment Option Performance

Schwab 529 College Savings Plan

Quarter-End Performance for the period ending N/A

(net of all applicable fees and costs)

	Average Annual Total Returns					Inception Date
	1-Year	3-Year	5-Year	10-Year	Since Inception	Inception Date
Age-Based Portfolios
Aggressive Age-Based Track
Age of Child: 0 - 8	-	-	-	-	-	N/A
Age of Child: 9 - 11	-	-	-	-	-	N/A
Age of Child: 12 - 14	-	-	-	-	-	N/A
Age of Child: 15 - 17	-	-	-	-	-	N/A
Age of Child: 18 - And Up	-	-	-	-	-	N/A
Moderately Conservative Age-Based Track
Age of Child: 0 - 8	-	-	-	-	-	N/A
Age of Child: 9 - 11	-	-	-	-	-	N/A
Age of Child: 12 - 14	-	-	-	-	-	N/A
Age of Child: 15 - 17	-	-	-	-	-	N/A
Age of Child: 18 - And Up	-	-	-	-	-	N/A
Moderate Age-Based Track
Age of Child: 0 - 8	-	-	-	-	-	N/A
Age of Child: 9 - 11	-	-	-	-	-	N/A
Age of Child: 12 - 14	-	-	-	-	-	N/A
Age of Child: 15 - 17	-	-	-	-	-	N/A
Age of Child: 18 - And Up	-	-	-	-	-	N/A
Moderately Aggressive Age-Based Track
Age of Child: 0 - 8	-	-	-	-	-	N/A
Age of Child: 9 - 11	-	-	-	-	-	N/A
Age of Child: 12 - 14	-	-	-	-	-	N/A
Age of Child: 15 - 17	-	-	-	-	-	N/A
Age of Child: 18 - And Up	-	-	-	-	-	N/A
Blended Portfolios
Aggressive Portfolio	-	-	-	-	-	N/A
Conservative Portfolio	-	-	-	-	-	N/A
Moderate Portfolio	-	-	-	-	-	N/A
Moderately Aggressive Portfolio	-	-	-	-	-	N/A
Moderately Conservative Portfolio	-	-	-	-	-	N/A
Capital Preservation/Money Market Portfolios
Money Market	-	-	-	-	-	N/A
Fixed Income Portfolios
Short-Term Portfolio	-	-	-	-	-	N/A

The performance data shown represents past performance. Past performance is not a guarantee of future results. Investment returns and principal value will fluctuate, so that investors' units, when sold, may be worth more or less than their original cost. Current performance may be lower or higher than the performance data cited.

Return

Plan Residency: No

Earnings from 529 plans are not taxed when used to pay for eligible college expenses. View All

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